CPA Advantage

  • Home
  • Services
  • Team of Experts
  • Knowledge Base
  • Retirement Calculator
  • Loans
  • Blog
  • Contact Us

Services

Stacked dollars bar chartWeath Creation

  • Accounting Services
  • Income Tax Planning & Services
  • Retirement Income Planing
    • Qualified Retirement Plans
    • Non Qualified Retirement Plans
    • Social Security Optimization
  • Other Employee Benefits
    • Executive Benefits
    • Group Insurance
    • Voluntary Benefits
    • Flex Plans
    • Financial Education
  • IT Consulting and Services
  • Digital Marketing and Social Networking
  • General Business Services

Coins under an umbrellaWeath Protection

  • Investment Risk Analysis
  • Key Man Protection
    • Golden Handcuffs Needs & Analysis
  • Owner-Exec Benefits
  • Business Continuation Plans
    • Loan Liquidity Protections
    • Business Transfer Liquidity
  • Cash Flow Analysis
  • Financial Modeling
  • Life Insurance Policy Review
  • Personal Heath Policy Review
  • Casualty & Liability Coverage Review

Forklift Truck Moves Gold BarsWeath Transfer

  • Transfer Cost Funding
  • Estate Tax Planning
  • Estate Tax Funding
  • Probate Avoidance
  • Survivor Planning & Funding
  • Multi-Generation Planning
  • Legacy Trust Options
  • Qualified Plan Tax Deferrals

Request a Free Initial Interview

  • Privacy Policy
  • Terms of Service
  • Disclaimer
  • Mission Statement

Copyright © 1996–2023 — Capital Strategies Press • All rights reserved