IMarksCpa.com is Corporate web site
Ira L. Marks - Certified Public Accountant Certified Financial Planner
I am both a Certified Public Accountant and a Certified Financial Planner. My practice includes tax preparation and planning as well as comprehensive financial planning for individuals and small businesses. Therefore, I am able to factor in tax related issues when performing financial planning services. I am a Rutgers University graduate with a degree in accounting and began my career as a Certified Public Accountant working twelve years as the CFO for for a large regional public consulting firm, Sibson and Company, specializing in tax planning for corporations and individuals.
Services
I received my license from the College for Financial Planning in 1987. I provide the following comprehensive fee only financial planning services to clients as a Certified Financial Planner:
- College Financial Planning This includes determining the amount of funding required to meet college tuition needs in the future and finding the best funding method, such as 529 Plans
- Investment Planning As a fee only planner, I will review your current portfolio, including retirement and non-retirement assets and recommend high quality no load mutual funds that are well diversified and high performing.
- Risk Management I will review all different types of insurance coverage, including life, long term disability, long term care, health, auto and homeowners. I will help to determine if coverage is adequate and/or cost effective
- Retirement Planning Utilizing the many income and expense factors that impact the level of funding during your retirement years, retirement plans will focus in on how long your money will last in retirement under different “what if” scenarios in terms of when you will retire
- Estate Planning Reviewing your estate plan for purposes of minimizing or eliminating any estate taxes to be paid when you pass away is a critically important financial planning step, ignored by many high income individuals. Simple steps, such as re-titling your assets or update your wills could save hundreds of thousands of dollars in estate taxes
Languages
English
Address
- 6 Pembroke ct
- Lawrenceville NJ 08648
Contact
- Telephone: 609-737-6422
- Fax: 609-896-2785
- Email:
- Website
- Contact Form
External Links
- Alexa: IMarksCpa.com
- WHOIS for IMarksCpa.com
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: [}}} LinkedIn] - Money Matters New Jersey Profile
- Thinking About Roth IRA Conversions?: ehow Article
Ira In the News
- TheStreet.com: The Street Article
- Accountant
- Accounting
- Accounting Firm
- Business Development
- CFO Outsourcing
- Central New Jersey
- Certified Public Accountant
- Consulting
- Cpa
- Customer Relations
- Estate Planning
- Financial Planning
- Hamilton
- Income Taxes
- Increasing Revenues
- Lawrenceville
- NJ
- New Jersey
- Nonprofit Organizations
- Princeton
- Retirement Planning
- Revenue Enhancement
- Strategic Planning
- Tax
- Tax Preparation
- Tax Return
- Tax Returns
- Taxes
- Value Added
- West Windsor