PSW-CPA
PSW-CPA
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  • PSW Team
    • Leadership
  • Services
    • Services Overview
    • Audits and Reviews
    • Tax Strategies & Filings
    • Accounting (CAS)
    • Advisory
    • Exit/Succession Planning
  • Industries
    • Industries Overview
    • High Net Worth
    • Private Companies
    • Non-Profits
  • Contact Us
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    • Working at PSW
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  • More
    • Home
    • PSW Team
      • Leadership
    • Services
      • Services Overview
      • Audits and Reviews
      • Tax Strategies & Filings
      • Accounting (CAS)
      • Advisory
      • Exit/Succession Planning
    • Industries
      • Industries Overview
      • High Net Worth
      • Private Companies
      • Non-Profits
    • Contact Us
    • News
    • Careers
      • Working at PSW
      • Tax Team Member
      • Send Your Resume
  • Home
  • PSW Team
    • Leadership
  • Services
    • Services Overview
    • Audits and Reviews
    • Tax Strategies & Filings
    • Accounting (CAS)
    • Advisory
    • Exit/Succession Planning
  • Industries
    • Industries Overview
    • High Net Worth
    • Private Companies
    • Non-Profits
  • Contact Us
  • News
  • Careers
    • Working at PSW
    • Tax Team Member
    • Send Your Resume

High Net Worth Individuals

Income Retention & Growth Strategies

It’s never too early or late to start a tax or investment plan. Our goal is to provide peace of mind. Our tax and investment professionals remain current on ever-changing tax incentives, regulations, and wealth strategies. These advisors have many years of experience in return preparation, which will maximize tax-specific incentives when possible and guarantee compliance with tax filings.

Individual and Family Tax and Investment Services Include:

  •  Tax Planning & Preparation
  • Estate & Gifting Strategies
  • Retirement Strategies
  • Financial Planning
  • College Planning
  • Retirement Projections
  • Second Home Purchase & Major Asset Decisions
  • Stock Option Strategies

Build and Transfer Wealth Using Time

 Long-term tax planning allows you to earn income for decades on taxes by deferring tax liability. Deferring tax liability means you do not start paying taxes on that income until later in life when you normally are earning less and being taxed at a lower rate. Time also helps with gifting by allowing the donor to transfer wealth annually, which reduces their taxable income and enables financial resources to be shifted to anyone they wish to receive that gift. There are annual limits on gifting, which is why having time to implement a strategy can be a very effective wealth retention tool.

Contact PSW today to learn more about how we can help you succeed.

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Peachin Schwartz & Weingardt P.C.

9775 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

317-574-4280

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