Let's face it: effective estate and trust planning is for your loved ones in case of an untimely passing or if you or a loved one becomes incapacitated. The time to think about it is not at the time of the event, but in advance.

For businesses, it can maintain a smooth succession of ownership. Beta Solutions role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

While we are not allowed to provide some financial or legal services due to the law, we are a valuable partner in helping you make the choices to best meet YOUR needs.

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. While we cannot choose the hot stock of the week, we can guide you through tough decision-making processes and the tax effects of asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.

In sports, the key to winning is the selection of a winning team and a CPA should be a key player in your winning team. Whether you are developing an investment strategy or evaluating current investments, Beta Solutions CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.