When you start developing your retirement strategy, no matter your age, it is essential to consider several key factors, especially if you have a complex financial portfolio. Here are some thoughts and questions we like our clients to consider during our initial consultation with them: What are your current income streams Where do they come […]
Welcome to the Wealth Builder blog. This area of our new website is designed to provide you with the latest tax planning ideas and other financial opportunities that can enhance your wealth. Please stay tuned for regular updates..
Here we list some statistics which might cause you to be concerned—as well as some thoughts about how you can overcome the fear by acting to develop a plan. Only 1 in 10 workers has made a financial plan Without proper planning, you might be more susceptible to reacting to market events, and you […]
Leading and running your business will involve so many moving parts. It is a complicated endeavor which requires careful balance and great expertise. As an executive or business owner, one business trend you ought to consider is outsource accounting, which places accounting professionals to work so you have more time to grow and maintain […]
Businesses which significantly improve, construct, or acquire a building — or did so within previous years — ought to consider a cost segregation study. It might permit you to accelerate depreciation deductions, thereby decreasing taxes and increasing cash flow. Plus, the possible benefits now are even greater because of enhancements to specific depreciation-associated breaks underneath […]
Another year is quickly coming to a close and it’s time to address planning opportunities aimed towards reducing your 2016 income tax liability. Therefore, while you are decking the halls and preparing the eggnog we recommend that all of our clients invest a few hours before year-end to project their 2016 taxable income and reflect […]
FINANCIAL PLANNING IS FOR EVERYONE You are cordially invited to an open house to celebrate the launch of a new Financial Planning and Investment Advisory Service to be provided by WZWLH Wealth Advisors, LLC Date: Wednesday October 26, 2016 Time: 5:30 to 7:00 Location: WZWLH office – 4 Park Plaza, Suite 200, Irvine, CA 92614 […]