Monthly Archives: July 2016

Issue 11, Key Man Business Protection

Key Man Business Protection Issue 11, by Milan Madhani, CPA & Vimal Madhani, MST, EA     July 6th, 2016 Key Man Business Protection With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years,…
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Issue 10, How to Handle the Death of a Loved One

How to Handle the Death of a Loved One Issue 10,  by Milan Madhani, CPA & Vimal Madhani, MST, EA     June 6th, 2016 How to Handle the Death of a Loved One With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As…
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Issue 9, Managing the Financial Implications of Divorce

Managing the Financial Implications of Divorce Issue 9, by Milan Madhani, CPA & Vimal Madhani, MST, EA     May 6th, 2016 Investment Strategies to Reduce Alternative Minimum Tax With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial…
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