Leaving A Legacy

 

Our experienced wealth planning professionals can help you organize your affairs with an estate plan that protects your family even after you’re gone. We’ll work with you to develop smart distribution and funding strategies that maximize the benefits of your wealth while minimizing tax exposure and expenses.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners.

Stay current on your favorite topics

SUBSCRIBE

Latest Insights

May 24, 2019
Article
The recently signed Pass-Through Entity Tax Equity Act of 2019 election can be beneficial for pass-through entities who pay Oklahoma income tax.
May 22, 2019
Article
There are many questions surrounding Opportunity Zone tax incentives, and newly published proposed regulations are providing additional clarity.
May 22, 2019
Article
Data analytics are proving to be a useful tool to help the IRS identify compliance issues for large corporate taxpayers.
May 21, 2019
Firm News
California CPA firm Vavrinek, Trine, Day & Company will become part of regional certified public accounting and business advisory firm Eide Bailly on July 22.
May 20, 2019
Article
The IRS Section 7520 rate will remain at 2.8% for June. Near Zero Out Grantor Retained Annuity Trusts, Sales to Intentionally Defective Grantor Trusts and Charitable Lead Annuity Trusts are attractive since interest rates are near historical lows.
May 17, 2019
Video
There are many different types of business audits including financial, internal and performance audits. All audits provide important and deeper insight into an organization. The purpose of a financial audit is to provide assurance that financial …
Find A Location

Check the background of this firm on FINRA's BrokerCheck.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
ADV Part 2A