FINDING $ IN A SHOE BOX

At Chartwell, WE LOVE to save our clients money. In fact,  we specialize in saving money.  However, there is ONE thing even better than saving money.  (No, I was not referring to that!!!). The one thing that is better than saving money, is finding money. Yes, FOUND MONEY. How would you like to just  find  $1 million. Over the past several years, Chartwell has uncovered tax benefits for clients that have resulted in several clients  getting back a 7 DIGIT check from Uncle Sam. 


In almost every situation where we have "found" a client over $1 million, we practically had to slap them to get them to pay attention and let us "do our thing." That's because business owners are busy running their business; however, we are also BUSY thinking of ways to save you money.


The tax code has never been more complicated; however, there are some pretty nifty provisions for certain industries, a dizzying array of tax credits, solid accelerated depreciation methodologies and incredible opportunities to conduct estate and business succession planning under the Tax Relief, Unemployment Re-authorization and Job Creation Act of 2010. ( Hey, I didn't name the thing, but I have read it). 


Give us a call or email me, we would love to see if we can FIND YOU MONEY!!!!


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