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Business Financial Consulting West Chester OH

See below for financial consultants in West Chester, OH that give access to business financial consulting, which includes advice on business financial health, business value check-ups, financial structure optimization, business cash flow analysis, as well as business competitive analysis, intangible asset value and business debt reconstructing.

Roger Radcliff
10386 Giverny Blvd.
Cincinnati, OH
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicaid,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Stock Market Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy

Data Provided by:
Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided by:
Roberta A. Carter (RFC®), CEP, CSA, MBA
(513) 792-4067
8044 Montgomery Rd., Ste. 700
Cincinnati, OH
Company
The Retirement Choice
Qualifications
Education: University of Cincinnati, Xavier University , New York Institute of Finance and Sherwood University.
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Don H. Clark (RFC®), CEP
(513) 245-6100
9600 Colerain Avenue Suite 105
Cincinnati, OH
Company
Financial Educational Systems
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover

Data Provided by:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Douglas R. Hallett (RFC®), CLU, LUTCF
(513) 984-0389
9550 Lansford Drive
Cincinnati, OH
Company
Family First Financial Advisors, LLC
Qualifications
Education: BA, MA, CLU, LUTCF, RFC
Years of Experience: 31
Membership
IARFC, MDRT, SFSP, NAIFA
Services
Invoice, Estate Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Asset Protection

Data Provided by:
Mr. Rik J. Saylor (RFC®)
(513) 829-8888
1241 Nilles Road
Fairfield, OH
Company
Rik Saylor Financial, Inc.
Qualifications
Education: Rik is fully licensed as a stockbroker, insurance licensed and as a financial planner. He holds insurance licenses (life, health and annuities) in Ohio, Kentucky, Indiana and Florida, as well as acheiving the following NASD licenses: Series 6, Series 7 an
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Kenneth V. Byers (RFC®), CHFC, CLU
(513) 561-0011
7710 Shawnee Run Rd
Cincinnati, OH
Company
Ken Byers & Associates
Qualifications
Years of Experience: 37
Membership
IARFC, MDRT, FPA, NAPFA, AALU
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection

Data Provided by:
Robert Jung, CFA, CPA
3540 Blue Rock Rd
Cincinnati, OH
Company
Title: Managing Director
Company: Crew Capital Mgmt., Ltd.
Education
University of Cincinnati
Years Experience
Years Experience: 18
Service
Portfolio Engineering,401k Rollover From Employer,Wealth Management,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Accumulation Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Annuities,Alternative Asset Class Planning,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Alternative Investments,Investment & Portfolio

Data Provided by:
Mr. Jay H. Millard (RFC®), MBA
(859) 291-0222
408 Fairfield Ave
Bellevue, KY
Company
Millard Advisory Group
Qualifications
Education: Bachelor of ScienceMaster of Business AdministrationFinanceTax
Years of Experience: 13
Membership
IARFC, MDRT
Services
Invoice, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Data Provided by:

Maximizing Small Business Income Tax Deductions

Maximizing Small Business Income Tax Deductions

There is one paramount method of maximizing small business income tax deductions. This is to become an obsessive record keeper.

The real secret behind maximizing small business income tax deductions is to become very, very good at accounting and record keeping. The successful small businessman understands the importance of accounting for every dollar. When it comes to his income tax liability, this attention to detail will pay dividends.

There are many things involved in the running of a business that are fairly clear cut when it comes to considering them a legitimate expense. These expenses usually come with their own documentation in the forms of invoices or bills. It is the borderline items that will increase the profit of the business by reducing the income tax liability. These borderline items need to be faithfully documented. They are legitimate, legal deductions and you are entitled to them, but the IRS will not be overly trusting of your good intentions unless you are prepared to document them.

These borderline items include such things as travel expenses, business lunches, and the use of your private vehicle for business purposes. All of these are legitimate costs of doing business and therefore are business expenses that reduce your taxable profit, but unless you can document them, they will do you no good. The important thing is showing the business purpose of the expense. For example, if you entertain clients at a business lunch, business must be discussed. The documentation for this meeting must be more than the simple restaurant receipt, but also an accounting entry that explains the business purpose of the meeting.

In most cases, business expenses that total less than $75 do not need documentation. It is a good idea to ignore this limit and document everything. This serves two purposes. First, it gets you in the proper habit of saving documentation and recording details. This habit of comp...

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