Fullerton Tax & Planning

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Taxes-Consultants & Representatives, Accounting Services, Bookkeeping

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(708) 447-5667Call Visit WebsiteVisit Website Map & DirectionsDirections30 East Ave Ste 2Riverside, IL 60546 Write a ReviewWrite Review

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Tue - Fri:	9:00 am - 5:00 pm

Places Near Riverside with Taxes-Consultants & Representatives

Berwyn (3 miles)
Cicero (5 miles)
Maywood (6 miles)
Oak Park (7 miles)
Melrose Park (9 miles)
Oak Brook (9 miles)
Hinsdale (10 miles)
Elmhurst (13 miles)
Westmont (13 miles)
Oak Lawn (14 miles)
Chicago (14 miles)

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Other Link: http://www.fullertontax.com
Categories: Taxes-Consultants & Representatives, Accounting Services, Bookkeeping, Financial Planning Consultants, Financial Services, Payroll Service, Tax Return Preparation

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Phone: (708) 447-5667

Address: 30 East Ave Ste 2, Riverside, IL 60546

Website: http://www.fullertontax.com

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Fullerton Tax & Planning

Tax Planning
Will your estate be subject to estate taxes? If the value of your estate exceeds the current estate tax threshold, you may wish to consider setting up a trust with tax planning provisions. The estate tax threshold frequently changes, so be sure to check with the IRS to determine whether or not estate tax is a concern for you.
Charitable Giving
Estate Taxes
Avoiding Probate
Let’s start with the basics. There are three key account features that can help avoid probate while keeping costs reasonable and potentially limiting taxes on your heirs. Let’s look at each of them—and their pros and cons.
Tax Services
Fullerton Tax & Planning and A & F Financial Services were formed over 8 years ago to provide Tax Services and Bookkeeping to….
Roth IRA
On the IRA and retirement accounts, you have reached a new year. On December 31st, your retirement accounts and IRAs (Not ROTH IRAs) were valued. That value is important. If you reached 72 last year or have an inherited IRA, you are required to take a portion of that value. So check your provider, broker, banker holding the account and take at least the required minimum distribution also referred to as your RMD.
Real Estate Taxes
Tax Deductions
Housing is the next biggest category, accounting for $255 billion of the $1.4 trillion. Among the biggest players here are the mortgage interest deduction, the property tax deduction, and the tax-free treatment on the first $250,000 in capital gains ($500,000 for married couples) on the sale of a home.
Income Tax
So, here is a strategy that you might want to look at regarding income tax. If you are making less than $157,000 as a single or $315,000 as married filing jointly as a small business owner you may benefit from kinder tax treatment under the new law.

Investment Management
“Taxes are something we can exert some control over, whereas it’s very difficult to control investment returns,” said Dean Mioli, director of investment planning for the SEI Advisor Network.
Mutual Funds
In the future, we will not publish general or specific calculations on Bond, Stocks, Certificates of Deposit, Brokerage accounts, etc. We will not issue statements regarding total returns, actual returns, specific stock or bond fund total returns, etc. If an inquiry is made as to the actual or stated return of mutual funds, stocks, bonds or certificates of deposits, the individual will be forwarded to the appropriate site that publishes those numbers on an ongoing basis. Such as CBSMarketwatch, Big Charts, S&P, Fidelity, etc.
Bonds
Wealth Management
“I enjoy working with docs because they tend to be logical and analytical,” observed Tom Orecchio, principal and wealth manager at Modera Wealth Management in Westwood, N.J. “They like to be involved in the process, even if they’re delegating a lot of the decision-making.”

Accounting Services
Accounting including small business bookkeeping, project accounting, year end review of performance, second opinion evaluation on existing plans.
Payroll Services
That’s because S-corps. are subject to bookkeeping requirements: Owners need to file returns for themselves and the business. They also need payroll services to ensure that taxes are correctly deducted.
Cash Flow Analysis
The scope of services can very. Margot Dorn, a certified financial planner in San Diego, charges $210 per hour for retirement planning, cash-flow analysis, investment advice, and insurance and estate-planning reviews. Basic planning, she says, takes one to three hours; detailed retirement projections and investment allocation can take longer.
Bookkeeping Services

Financial Planning
To that extent, this is to inform you that Fullerton Tax & Planning will continue to host a website, however, the news to anyone who is a newsletter recipient will be of general financial planning nature. Any specific information regarding individual plans and clients is and will continue to be exclusive between client and Fullerton Tax & Planning.
Retirement Planning
Annuities
Daily, we are inundated by E-Mail spam that promises such thousands of percent returns on our money and to that end, Fullerton Tax & Planning will not be a contributor to what is construed to be junk E-Mail that advertises great returns for your investments. We offer planning for your present and future based on current market conditions, current tax pictures, current needs analysis. We offer no products, no commission products, no annuities, etc. We will direct clients to those individuals or institutions that are licensed and capable of offering the appropriate services being requested.
Long Term Care
Insurance including reviewing current medical plans, tax deferred plans, life insurance plans, long term care policies, etc.
Asset Management
You may also have access to advice through your 401(k) plan or brokerage firm. Vanguard will connect you by phone to a financial planner who will assess your progress toward your retirement goal, discuss asset allocation and show how much you can safely spend in retirement (the fee is $250 for clients with $50,000 to $500,000 in investments at Vanguard).
Living Trusts
You have worked hard for your money and made every attempt to be a conscientious saver. So it’s only natural that you want some control over what happens to your assets after your die. Even if you are a person of modest means, you have an estate—and several strategies to choose from to ensure your assets are distributed according to your wishes and in a timely fashion: your estate plan. The right strategy depends on your individual circumstances. For some, a living trust can be a useful and practical tool. For others, it may be a waste of time and money. What is a living trust anyway? And how does it differ from a will? A will is a written document—signed and witnessed—that indicates how your property will be distributed at the time of your death. It is revocable and subject to amendment at any time during your lifetime. It also allows you to appoint a guardian for your minor children.

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