Tax

Taxes affect most every aspect of our lives today.  It influences most every decision at some level today or in the future.  Our recommendations take into consideration taxes and how they may affect our clients.  We can model the financial impact of different strategies at a general level to help clients understand the relative merits of one strategy over another.  We have well developed relationships with CPA firms locally and work with them on a regular basis. 

For more information on how we can assist you in this area, please contact us at 225-766-4885 or email us at info@peterswealth.com.   We do not prepare tax returns nor give legal or tax advice.