John provides advice to high net worth individuals, families, businesses, nonprofit organizations, and fiduciary clients in all areas of their investment and wealth management needs.
CPA/PFS, CFP®, M.Tax
Florida Atlantic University, Master of Taxation
St. John’s University, B.S., Accounting, minor in Economics
Board of Directors of the Boys & Girls Club of Citrus County
Citrus County Rotary Club
Trinity Catholic High School Strategic Long-Term Planning Committee
As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2019. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.
Many clients come to Modera needing help with their personal financial lives. But a great number of our clients are also independent entrepreneurs, small business owners, or medical professionals who own a private practice. And although they typically have CPAs, bookkeepers, and business attorneys to help them compute their taxes, cut the checks, and deal with legal issues, they may not be addressing the bigger picture and the common financial challenges involved with business ownership.
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.
Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450