Wealth Management
Build a plan that takes care of you—and generations to come.
Whether you need help with financial planning or you are looking toward retirement, it’s important to have Abdo’s knowledgeable guides to help illuminate the path ahead.
Abdo expertise helps our clients build plans for retirement, as well as ensuring that loved ones will be cared for as well. Our partnership with OneDigital provides personal wealth management and retirement planning consulting. The integration of our accounting, tax and advisory services with OneDigital’s wealth advisory services helps us provide individuals and businesses with solutions to grow, protect and transfer wealth.
The advisors at OneDigital can collaborate with your Abdo team to develop your financial plan, analyze your investment portfolio, and create a clear vision for the future of your assets.
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Estate tax update: How to make the most of your gifting
The end of the year is upon us, which means it’s the season of gifting. If you haven’t already, it’s important to consider how recent tax law changes could impact your gifting.
To file or not to file a gift tax return, that is the question
If you’re giving gifts this year you may be wondering if you need to file a gift tax return. In fact, there are situations when it’s necessary (or desirable) to file even if you’re not liable for any gift tax.