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It’s all in the planning

Being proactive about your tax planning and financial needs is a necessary step in maintaining and growing your wealth. Unexpected and expected life events can have a major impact on your finances, so having a plan in place is a must. We provide consulting on:

  • Estate and Gift Tax Preparation
  • Estate and Gift Consultation

Learning Never Goes Out of Style

“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.

Financial Services