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Welcome
It's rough out there! Under the burden of ballooning Federal debt and sluggish economic recovery, managing your robust nest egg can feel like a daunting task. Yet, in challenging times, some advisors will step up their efforts to effectively align your financial goals with tax strategies. The successful advisors will be those who act quickly, make the right decisions and execute them flawlessly.

C.P.A. Financial Group, Inc. has developed a unique perspective and broad capabilities to help you come out on top.  



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  • What are the gift and estate tax rules after tax reform?
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    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.