We help businesses and individuals with risk management and insurance.
Your home. Your business. Your family.
Protecting the things that matter most is your top priority. So choosing an insurance plan and other forms of coverage must be done with care.
This means finding highly-rated and accredited carriers. It means integrating your risk management strategy with your tax planning. It means finding an advisor with the knowledge and dedication to make sure all of your assets are covered.
Most importantly, it means making sure your coverage is there when you need it.
That’s why we’ve affiliated with Avantax Planning PartnersSM to provide risk management and insurance services. Leveraging our combined knowledge and resources, we’ll match the most suitable carriers, products and services with your needs and budget. We’ll provide an insurance review to help you make sure your risks are managed properly. And we’ll make sure you don’t pay more than you should.
At James Moore, your priority is our priority. What can we do for you?
- Life insurance
- Disability income insurance
- Personal Planning
- Estate planning
- Business succession
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.