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The Wealth Advisor - The Strauss & Associates Client Newsletter
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The Wealth Counselor - Newsletter for Wealth Professionals
- Paying for College
- Continuum of Care: Client Update Meetings/Financial Control System
- Retirement Planning: Coordinating with the Client's Overall Planning Objectives
- Trustee Selection for Irrevocable Trusts
- New Planning Opportunities with Non-Spouse Rollovers
- Simplifying the Taxation of Trusts
- Understanding the Significance of Trusts
- Understanding the Opportunities with Aid & Attendance Benefits
- Life Settlements: Understanding the Opportunity for Your Clients
- View More
Strauss & Associates, P.A.
77 Central Ave.
Suite F
Asheville, NC 28801
828-258-0994
104 N. Washington Street
Hendersonville, NC 28739
828-696-1811
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© 2008-2011 by Strauss & Associates, P.A. All rights reserved | Disclaimer | Hosted by The Advisors Forum. | Strauss & Associates, P.A. serves clients throughout North Carolina, including Asheville, Hendersonville, Weaverville, Swannanoa, Fairview, Black Mountain, Mars Hill, Fletcher, Flat Rock, Canton, Clyde, Waynesville, Marion, Montreat, Weaverville, Woodfin, Laurel Park, Mills River, Brevard, Cashiers, Lake Lure, Spruce Pine, Boone, Blowing Rock, Murphy, Robbinsville, Bakersville, Burnsville, Marshall, Cherokee, Sylva, Cullowhee, Franklin, Tryon, Buncombe County, Henderson County, Polk County, Haywood County, Jackson County, Madison County, Burke County, Transylvania County, Avery County, and Clay County.
IRS CIRCULAR 230 DISCLOSURE
Nothing contained in this website is intended or written to be used, nor can be used or relied upon by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.
Any written statement contained in this website relating to any Federal tax transaction or matter may not be used by any person to support the promotion or marketing of or to recommend any Federal tax transaction(s) or matter(s) addressed in this message.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
Any results set forth herein are based upon the facts of that particular case and do not represent a promise or guarantee. Please contact a Personal Estate Planning or Estate Administration Lawyer for a consultation on your particular legal matter. This web site is not intended to solicit clients for matters outside of the state of North Carolina.
IRS CIRCULAR 230 DISCLOSURE
Nothing contained in this website is intended or written to be used, nor can be used or relied upon by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.
Any written statement contained in this website relating to any Federal tax transaction or matter may not be used by any person to support the promotion or marketing of or to recommend any Federal tax transaction(s) or matter(s) addressed in this message.
Any taxpayer should seek advice based on the taxpayer's particular circumstances from a competent tax advisor with respect to any Federal tax transaction or matter contained in this website.
No one, without our express prior written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any Federal tax matter to one or more taxpayers.