The Center for Financial, Legal & Tax Planning, Inc
Publications	Staff			Services	Speaking Testimonials
This Month’s Advisory
Services Offered · Business Succession · Business Valuation · Mergers & Acquisitions · Retirement & Estate Planning · Strategic Planning · Tax Aspects		A Full Service Company! Let the experts help you find solutions to your financial, legal and tax problems. The Center is a leader in financial, legal and tax planning has developed the expertise necessary to respond to each client’s needs. THE CENTER’S broad experience working with closely-held and family owned companies and their owners includes the ability to formulate a complete financial plan as well as to provide legal and tax planning services. THE CENTER can coordinate this multi-faceted process for you in an unbiased fashion. Personnel do not sell investments. Advice is offered because it is right for you, not because a product needs to be sold. All advice of The Center is independent and objective of any product bias.
Stockholders (owners) of closely held business corporations should focus their attention on business planning, direction, and related tax matters at least once a year. Inevitably, the following questions should be addressed: Am I provided with timely and relevant information in making my business decisions? What steps should be taken for year-end income tax planning? How do the recent tax law changes impact on my current plans for my company? Is the asset composition of my company structured to derive maximum tax advantages? What is my business really worth? Will I, as an owner, be able to enjoy retirement without incurring unnecessary expenses? Do I really know where my cash comes from and where it goes? Do I have a business plan and is it current? The Center has the expertise that enables its personnel to respond quickly and effectively to these and other business questions. Our objective is to help with the important decisions necessary to enable you to make the best use of your business resources.
The Center for Financial, Legal and Tax Planning, Inc.
4501 W. De Young Street, Suite 200 Marion, IL 62959			Florida Office: Longboat Key, FL
(618) 997-3436 Fax: (618) 997-8370 © Copyright 2007. All rights reserved.