Wealth Management

Wealth Management Services

Benefits of Outsourcing Wealth Management Services:

Wealth Management for Business Owners

Whether you’re embarking on investing for the first time, or you need an experienced wealth management team to assist with a complex financial situation, AG FinTax’s financial experts can help.

We can advise you on the best way to grow and protect your assets, as well as provide hands-on management for your portfolio, trust, or other investment vehicles.

Wealth-Management-2

The Benefits of Outsourcing Wealth
Management Services:

How to know when it’s time to work with a wealth management firm?

What You Get When You Outsource With AGFintax

Investment Strategies

Services we offer:

How To Know If Outsourcing Your Wealth
Management Is The Right Call:

expert-planning-with-wealth-manager
Expert Planning With Wealth Managers And Financial Advisors

Wealth managers and financial advisors are specialists with certified credentials, so they provide a lot of financial knowledge to taxpayers. This means an expert’s plan for your wealth management will be rooted in experience and expertise, increasing the value of your financial strategies.

understanding-how-wealth-management-works
Understanding How Wealth Management Works

Our experts work with you to meet goals through asset management, investment planning, tax planning, and other services tailored to your specific situation. It is not one strategy, but multiple strategies designed cohesively to meet your financial goals.

understanding-key-objectives
Understanding The Key Objectives

The key objectives include identifying your tax goals, such as a focus on investing or managing your tax bracket, and then drafting a strategy. From there, we coordinate with you to fulfill the main objective: managing your financial health through strategies and services. Our final objective, which then circles back to our initial objective, is to re-evaluate your wealth and continue working towards goal completion.

Helpful Resources

shutterstock_1178924371

IRS Key Contact Information and Helpful Hints

Amended Tax Return Status: 866-464-2050  www.irs.gov/filing/wheres-my-amended-return Apply for an EIN: 800-829-4933  www.irs.gov/businesses/small-businesses-self-employed/employer-id-numbers Estate and Gift Taxes: 866-699-4083  Excise Tax Help: 866-699-4096  FBAR Online Filing  https://bsaefiling.fincen.treas.gov/NoRegFBARFiler.html Get Tax Transcript for Individuals: 800-908-9946  www.irs.gov/individuals/get-transcript Identity Theft: 800-908-4490  Power of Attorney (Form 2848)  Fax: 855-214-7519 for Alabama, Arkansas, Connecticut, Delaware,

Safe Harbor for business

Act Now! Get Your Safe-Harbor Expensing in Place

For 2024, you can elect the de minimis safe harbor to expense assets costing $2,500 or less ($5,000 with audited financial statements or similar). The term “safe harbor” means that the IRS will accept your expensing of the qualified assets

IRS

$80 Billion to the IRS: What It Means for You

You may have noticed that the IRS is in a bad way.  It has a backlog of millions of unprocessed paper tax returns, and taxpayers can’t get through to the agency on the phone. Congress noticed and took action by