We help businesses and individuals with their wealth management and investment strategies
Our dreams inspire. They’re part of why we work hard at our jobs and curtail our spending. We daydream happily about them, using them as motivation to push us through trying times.
Whether your goal is to own a home, buy a business, retire on a tropical island or leave a financial legacy for your family, you’ll need a roadmap to get you there. Your future is at stake and there are tough decisions ahead; you need a knowledgeable partner to guide you through budgeting, planning, investing and tax strategies.
Like any process that might seem overwhelming, wealth management can be made simpler by breaking it down. James Moore & Co. is affiliated with Avantax Planning Partners SM, a national wealth management company that specializes in helping accounting firm clients. Together, we provide the experience and connections you need to take these steps toward your dreams and effectively manage your wealth management and investment strategies.
Guidance, Planning and Strategies - Your Financial GPS
Setting your goals doesn’t have to be the only “easy part” of reaching them.
Wealth Management and Investment Strategies
We’ll focus on investment and tax planning as you establish goals, allocate assets, select investments and review/adjust contributions.
Need more information? Check out our library of wealth management articles.
5 Tax-Planning Tips for Retirement
It’s a common misconception about retirement: your tax bills shrink, your returns become simpler and tax planning is a thing of the past. That may be true for some. But…
Oops, You Overfunded Your 529 Plan!
Some might consider it a good problem to have: saving too much money for college. But if the money is held in a Section 529 college savings plan, there could…
Are Your Business and Assets Protected?
As a business owner, you face risks in building and growing the business. Risk comes in various stages of the business lifecycle, but lawsuits and bankruptcy are two that never…
Managing Your Retirement Plan: The Challenges of Regulatory Compliance
Retirement plan sponsors face greater challenges today than ever before. Regulatory scrutiny is on the rise, with the Department of Labor (DOL) actively reviewing Form 5500 filings for evidence of…
Estate Planning, Gift Taxes and the Election: What You Need to Know
Amid election uncertainty, many people find themselves worried about how to plan for the future. A change in administration and political party in charge can mean changes in tax laws…
Distressed Mortgage Investing: Path to Riches or Hidden Trap?
Some argue that the COVID-19 pandemic also brought with it some incredible investing opportunities. Entire asset classes and industries lost significant portions of their value. Meanwhile, other investments became unrealistically…
10 Reasons to Make a Roth Conversion or Contribution
Roth conversions should be considered for many individuals over age 70.5 in 2020, especially since required minimum distributions (RMDs) have been waived. If income is down, the tax impact of…
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Erin Spiwak, CPA
A certified public accountant in the state of Florida, Erin has over 20 years of experience in the accounting industry. She also oversees our wealth management practice, which addresses investment strategies, retirement planning and insurance needs.
While she works with a wide variety of clients, Erin specializes in helping companies in the automobile dealership, healthcare, real estate, technology and professional services industries. Having been at James Moore since 2004, she has served many businesses since their inception—watching them grow from opening their doors to becoming well established in their fields.
In addition to her client service, Erin regularly gives presentations internally and to organizations on tax-related topics and is a member of the Health Care Administrators Association.