Posts Tagged: FinancialPlanning

Healthcare-FACHT

Posted by & filed under Biotechnology, HealthCare.

Re: FACHT The Investment Advisor LLC is Pleased to Announce Managing Principal Louis Wolkenstein is Now a Fellow at the American College of Healthcare Trustees. The Investment Advisor is a Registered Investment Advisory Firm serving Families, Individual, Small and Mid Sized Business, Retirement Plans, Trusts and Estates. The Firm Emphasizes the Benefits of Planinng and… Read more »

Tax Reform’s Impact – Case Study #1

Posted by & filed under Tax Advisory.

Tax Reform’s Impact – Case Study #1 Guest Post by Chris Whalen, CPA FACTS: Family of 4, Two Parents, Two Children, 230K of wages, homeowners with itemized deductions. Are you concerned about how the new law will impact your family’s or business’ tax bill? My firm is ready to prepare a customized 2018 projection based… Read more »