For more than 20 years, we have provided personalized financial tax guidance to a select group of individuals. Does your tax professional just do your taxes? Don’t work with a “tax preparer.” Instead build an ongoing relationship with Na & Associates as your trusted tax advocate.
A small to medium-sized business owner?
Not selling highly appreciated assets, due to taxes?
Interested in charitable giving?
Preparing to retire from Procter & Gamble?
Deciding how to handle stock options received as a form of deferred compensation?
If you answered "yes" to any of these questions, call us immediately with confidence at 513-792-9288. Our knowledge and experience with your needs and financial challenges ensures you will make the most of your hard-earned income and investments by working with us.
Don't Miss a Deduction: Income Tax Planning and Preparation
As a tax-savings expert for business owners and retirees, we help you minimize your taxes with proven, effective strategies customized to your financial situation. We also monitor tax law revisions throughout the year and discuss pertinent changes with you.
Save Time & Make Smarter Financial Decisions: Personal Financial Tracking Systems
Avoid piecemeal decisions by managing your finances as a whole. Quicken personal financial software combines spending, budgeting and investments into one “big picture,” helping you make better financial choices. Our training and customization makes it easy for you to begin using this affordable software immediately.
Lower Taxes & Help Your Favorite Charity: Charitable Remainder Trusts (CRT)
If you want to contribute to your preferred charity, and you own low-cost stocks or assets, explore the possibility of creating a charitable remainder trust (CRT).
Through a CRT you can:
Benefit your favorite charity during your lifetime, or leave a legacy
Reduce income taxes and avoid the tax burden of selling assets
Create a potential stream of cash flow
Independent Analysis of Your Procter &Gamble "NUA" Stocks: P&G Retiree Tax Planning
As you approach retirement from Procter & Gamble, one critical financial question is “Should I roll my P&G stocks in my profit sharing trust into an IRA or should I take it out and pay taxes?” This tax-related decision should be addressed by a tax professional. We specialize in helping our clients benefit from the distinctive tax advantages of Net Unrealized Appreciation (NUA) stocks.
Our recommendations are based upon an independent analysis demonstrating the tax ramifications of each considered tax decision.
The potential savings of this tax-related decision can be greater than expected.
Significant Tax Savings: Stock Options Planning (NSO or ISO)
Have you received stock options as deferred compensation? Avoid significant taxes and benefit your bottom line by understanding the tax liabilities of how and when you exercise your stock options. To learn more about these critical tax saving strategies, call Na & Associates today at 513-792-9288.