Personal Wealth Advisors, LLC

Honesty, Integrity, and Service

Mission Statement:

To help financially successful families make smart decisions with their money, based upon their values and beliefs, to enable them to enjoy achieving their lifelong dreams.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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