Preserving the wealth you have acquired should not be rocket science, but it is. Generational transference is as complicated as family dynamics. There are considerations beyond the black and white that will impact your ability to pass wealth at every milestone in your life. We are experts on complex and ever changing individual, corporate and estate tax laws. It is our job to protect you and your interests.
“It is wiser to find out than suppose,” – Mark Twain
At J.A. Solari we are adamant that keeping up with our ongoing education and paying attention to the current financial environment is paramount. The world is constantly evolving and it’s our job to stay apprised of the latest information so we can be the resource for our clients. We are proud partners with many organizations, including Plante Moran, the American Institute of Certified accountants, Upstream Academy and the Nevada State Board of Accountancy, to name a few. Being aligned with these groups gives us the resources we need to help our clients to the fullest extent.