Timeless Philosophy with Today’s
Financial Strategies

Tax Strategy

One essential part of planning for your retirement is determining your current and future tax liability and developing a tax strategy to help minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We will help you ensure that your customized retirement plan is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

The Viable Group, Inc. has a strategic alliance with Stovall & Associates, Ltd. through which we utilize a team of certified public accountants to supply tax planning, preparation, and filing services to best serve our clients. Based upon their unique set of retirement goals, in addition to their income and expenses, our clients are afforded the benefit of minimizing their tax burdens while building a foundation for a sustained tax reduction strategy throughout your retirement.

Stovall & Associates, Ltd. monitors tax law changes specific to your retirement planning, providing sound and dependable tax strategy recommendations, in addition to serving as your advocate in tax matters. Based on this strategic alliance, we will carefully craft a sound, dependable recommendation to minimize tax liabilities from year to year. Our clients’ tax returns are prepared to take full advantage of all possible deductions, credits and exclusions in order to help minimize your tax burden.

Tax Planning Services:

  • CPA-prepared Roth conversion analysis
  • CPA-prepared second opinion prior year individual and business tax return reviews
  • CPA-prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

The Viable Group, Inc. does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.

Strategic Alliances

nick

Nick Stovall, CPA/PFS, Stovall & Associates, Ltd.

Founder and President for Stovall & Associates, Ltd., Certified Public Accountants.

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.