Experience and Expertise

At Mann Weitz & Associates, we routinely provide comprehensive tax and wealth retention advice and services to business owners, corporate executives and wealthy families. Our integrated planning process begins with defining your vision and values and then translating them into attainable and measurable goals. After we understand your goals, we coordinate with your other business and financial advisors to help develop an action plan to ensure you achieve them.

Services

Working with your other trusted advisors, we can help develop and execute wealth retention strategies so you can:

• Maintain your lifestyle in retirement
• Provide for college education expenses
• Minimize income, capital gains and inheritance taxes
• Leave an estate for your heirs
• Establish and maintain a charitable giving legacy
• Ensure compliance with complex tax rules and laws