Leaving your assets to the next generation may be easy or it may be complex. Regardless, it can be a mysterious and confusing process to contend with. Our firm can guide you through the maze. And you can plan your legacy with peace of mind.
We specialize in the Estate and trust need of the moment. If a client passes away, we can assist in the probate process and help you file the required financial statements. Estate and trust planning is as much a finance and tax issue as it is a legal issue. For the legal issues, we will refer you to a qualified attorney. But until you get there, we can be your starting point. Gifting, we can help. Spousal death, we got you. Basic financial concepts of estates and trusts, we can teach you. Focus on your need, we will round out your understanding. Save money, call us first.
James F. Alexander, CPA, CFP® teaches the fundamentals of estate planning in the WVU School of Business & Economics for the Finance Department. He instructs students in the probate process in the State of West Virginia. Additional subject matter covers the English history of the courts of equity, wills, trusts, the WV Appraisement and Inventory forms, estate and trust tax (Form 706) and income tax concepts (Form 1041), gifting (Form 709), estate freezing techniques for businesses, charitable giving strategies and more.
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.