Tax Planning should be done throughout the year. Tom McCabe on Talented People Radio

 

Tom-webTalented People Radio with Host, Jeanne Murphy and Tom McCabe of Alliance Wealth Management speaking about tax planning and wealth management.

Tom is a Certified Public Accountant (CPA) and founding partner of Alliance Wealth Management Group and Alliance Accounting Group. He has more than 25 years of professional experience with tax return preparation and advising high-net-worth individuals, families and small businesses on tax and financial matters. Tom holds a Series 7 securities license and obtained his CPA license in 1988. He has earned the American Institute of Certified Public Accountants’ PFS (Personal Financial Specialist) credential “CPA/PFS”. A CPA/PFS is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. Recently, Tom reached a milestone 25 years as a member of the New Jersey Society of CPAs.

 Alliance Wealth Management Group delivers personalized retirement planning solutions for individuals, families and business owners that are specifically tailored to help you achieve your financial goals and objectives.   Our team of experienced Wealth Advisors is focused on delivering to you a customized retirement planning solution that includes investment management, financial planning, tax planning and tax preparation services. Whether you are currently retired, planning to retire or just starting to think about retirement, we will create a strategy that is appropriate for you and your family.  

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