FINANCIAL PLANNING

financial planning

Your financial needs are becoming more complex every day. That’s why Nicholas LaVerghetta, CFP, Principal of NCM Capital Management, LLC, and Mark Weber, CPA, PFS, CFS, CGMA, Managing Partner of Weber, Shapiro & Company, LLP, and newly appointed Principal of NCM, have joined forces to provide you with an unsurpassed level of financial planning expertise and experience. The merging of WS & Co.’s Investment and Financial Planning practice into NCM means that both firms are now better positioned than ever to provide existing and new clients superior, cost-effective, and unbiased financial planning and investment advice, coupled with the highest level of personalized service. When it comes to financial planning, Mark and Nick believe there is no such thing as “one sizes fits all.” Whether you’ve reached your financial goals or are just embarking on the path to financial stability, they will take the time to discuss your specific objectives and develop a customized investment plan that helps you achieve them. The partnerships they build with their business and individual clients are deeper than the typical client-advisor relationship. That’s why clients put their trust in them, turning to them again and again for one-on-one guidance and a comprehensive “product neutral” financial plan that keeps their interests at the forefront. Contact Mark Weber or Nick LaVerghetta to learn how they can assist you with the full range of financial planning issues.

TRUST AND ESTATE TAXATION & PLANNING

With our clients’ increased wealth, estate planning has become a significant part of our practice. Our comprehensive estate planning services include helping clients to establish and implement the estate planning strategies that work best for them. These strategies include; gifting, creating trusts, and asset protection.  While we prepare fiduciary income tax returns, gift tax returns, and estate tax returns, we do not, however, draft any legal documents. We refer clients to an appropriate estate planning attorney, as required. Weber, Shapiro & Company LLP has the knowledge and resources to answer your questions…and to ask the right ones in return. Together, we’ll develop a practical plan for achieving one powerful goal— your financial security. We are always available to assist our clients in their roles as executors. We are very experienced  with estate administration and can help reduce these onerous burdens from the decedent’s family.

TAX PREPARATION & PLANNING

tax preparation planningWhile our firm does provide a full array of tax compliance services, our focus is on tax planning. In the corporate area, we work with our clients on an ongoing basis to help them understand and manage desirable results. To reach this goal, we will typically meet with the client several times during the year and review the status of corporate financial and tax matters. For individuals, our goal is not only to reduce taxes to their lowest legal level, but to help our clients understand their tax situation and properly plan into the future. This goal is accomplished through open communication with the client throughout the year as necessary and proper planning at the time of the preparation of the individual tax return. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to attend various professional continuing education seminars in order to have the most current knowledge of tax law, complex tax codes, and tax regulations.

GLOBAL TAX

EXPATRIATE TAXATION AND TAXATION OF RESIDENT ALIENS

We have extensive experience in preparing tax returns for U.S. Citizens living abroad and Foreign Citizens living in the U.S.  We work with clients residing in a variety of countries, including; France, Portugal, Belgium, Germany, and the United Kingdom.  We are able to assist these individuals with all their required U.S. filings and disclosures, such as:

global tax

  • Forms 1040
  • Foreign Bank Account Reports (FBAR)
  • Foreign Earned Income Exclusion (Form 2555)
  • Statement of Specified Foreign Financial Assets (Form 8938)
  • Information Return by a Shareholder of a Passive Foreign Investment Corporation (PFIC)(Form 8621)
  • Foreign Tax Credits (Form 1116)
  • Election to Treat Nonresident Spouse as Resident (IRC 6013(g) Election)
  • Tax Treaty-Based Return Positions (Form 8833)

CORPORATE STRUCTURE AND FORMATION

We assist foreign corporations in determining the appropriate entity formation to operate in the U.S.  We will help them create and register the entity and are available to provide them with comprehensive outsourcing, accounting, and tax services.

For more information about these services contact:

Mark S. Weber
Email: mark@webershapiro.com

Luzmaria Concannon
Email: luzmaria@webershapiro.com