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About CPA Wealth Advisors, LLC

CPA Wealth Advisors, LLC, co-founded by Gerry Benjamin and Howard "Woody" Alpern, both CPAs with over 50 years of combined investment and financial advisory experience, knows how important it is to have qualified CPA advisors assisting our clients in establishing and achieving their personal financial income, retirement, and wealth planning goals and objectives.

We know first-hand that tax planning strategies play a vital role in optimizing virtually every aspect of our clients' financial planning & investing results, including critical budgeting, income tax, estate planning, retirement planning, education planning, insurance planning & planning for key milestones and contingencies in your life. We believe our backgrounds and expertise as CPAs allow us to provide valuable insight when helping our clients choose the financial professional that will assist them with every aspect of their financial lives. 

Our selected CPA Wealth Advisors are well qualified to assist you with:

Personal Financial Planning:
We refer our clients only to carefully vetted CPA wealth advisors whom we believe  are well qualified to assist you with all areas of personal financial planning including estate, retirement, investment, insurance and education planning. Each of the above areas overlap and, taken together, often have material tax implications. Our recommended CPA Wealth Advisors are CPAs who specialize in personal financial planning and combine these skills with their extensive tax expertise, along with their commitment to high ethical standards, to provide valuable, objective advice.

Creating and growing the resources needed to reach your financial and lifestyle goals starts with a well-crafted investment strategy. CPA wealth advisors work with you to provide the solid foundation on which you can build a sound investment plan. Our CPA Wealth Advisors can:

•Evaluate your assets, liabilities and cash flow;

•Explain the advantages and disadvantages of the full range of investment options; 

•Develop a plan that meets your short-term and long-term financial goals; and 

•Provide strategies for managing a sudden financial setback or windfall.

Budgeting & Investing:
•Devise practical savings and investment strategies to meet your unique goals and objectives;

•Help you develop a flexible budget; and

•Help monitor and revise your budget.

Income Tax Planning & Preparation:
•With ongoing required continuing education requirements, CPAs keep up with constant changes in tax laws so they can provide you with prudent year round tax counsel and consider the tax consequences of events in your investment planning;

•Design tax savings strategies you can follow;

•Clarify the impact of the latest tax laws; 

•Identify the long-term and short-term tax consequences of your spending, investment and other financial decisions;

•Prepare your tax returns and counsel you through tax-return issues; and 

•Provide IRS representation, if needed.

Estate Planning:
•Our preferred CPA's will provide a professional and comprehensive approach to estate planning; 

•Review wills, trusts, retirement plans and other estate-planning Documents; and

•Develop a strategy designed to fulfill your goals while preserving assets, reducing estate-tax liability and providing for sufficient liquidity.

Retirement Planning:
It is never too late to plan for retirement; however, the sooner your planning begins, the more financially prepared you are likely to feel when retirement time arrives. Specialized guidance and support from a CPA can be integral in developing a plan to effectively pursue your goals of a secure and comfortable retirement and peace of mind during your pre-retirement years. Our selected CPA wealth advisors can:

  • Review expenses;

  • Identify primary sources of retirement income;

  • Create strategies for preserving and growing retirement  balances;

  • Recommend a diverse range of tax-efficient financial tools; and

  • Develop a contingency plan.

Education Planning:
You and your family can look to the future with confidence when you have a well-planned strategy for funding education costs. With a plan that features a CPA's tax-savvy investment advice and guidance, we can help bring your education-funding objectives within reach. Our recommended CPA wealth advisors can:

  • Create a timely, diverse college-investment strategy; 
  • Explain education tax credits and deductions; 
  • Recommend ways for the student to become involved in the planning process; and
  • Keep your education plan updated.

Let us introduce to you one of our CPA wealth advisors
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For further insights into Woody and Gerry's no-nonsense approach to financial planning and smart investing for income, wealth and retirement, tune into their weekly radio show, "The CPA Wealth Advisors," every Saturday and Sunday morning from 10:00-11:00AM on News Radio 106.7FM in Atlanta.

 

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 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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