Taxation & Planning
Financial Planning
Whether you’ve reached your financial targets or are still sorting out your financial future, you’ve probably discovered that the rules of the game have changed. Your financial needs are becoming more complex every day. Mark Weber is a Registered Representative and an Investment Adviser Rep for Commonwealth Financial Network. How can that make a difference? When it is time to make a change in your planning strategy, you’ll have the guidance you need to make informed decisions because every investment decision you make carries tax consequences, and our expertise in tax law can help you make more informed choices about your portfolio. Mark will always take the time to discuss the advantages and disadvantages of various options, and to help you determine realistic expectations for results. Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, potentially improve performance, growth and longevity of your wealth.
This communication is strictly intended for individuals residing in the States of: CA, CT, FL, NJ, NY, PA, RI.
No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network, a member FINRA/SIPC, a Registered Investment Adviser.
Estate Planning
With our clients’ increased wealth of the 1990s, 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. We do not, however, draft any legal documents. We refer clients to an appropriate estate planning attorney, as required. Weber, Shapiro & Company 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 can help with administration and prepare all the required returns.
Tax Preparation & Planning
While 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 code, and tax regulations.