Services

Financial & Estate Planning Services

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Asset Protection

An asset protection or wealth preservation plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships or offshore trusts.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Personal Budgeting Analysis

We can forecast and evaluate your financial condition, analyze debt terms and payments, and track cash-flow sources and issues.

Retirement Plan Design

One of the best tax deductions a business can have is a retirement plan. A properly designed retirement plan is not only beneficial for business owners, but a valuable benefit for employees as well. With ever-changing tax laws and Plan requirements, we can design a Plan that best fits your needs.

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

 

 

Team Leadership

Michael P. Denny

CPA, CFP®


Phone: 601-499-2400
Email: mdenny@granthampoole.com
Contact: Download VCard



QuickBooks Certified ProAdvisor - QuickBooks Online Certification

Jackson Metro:

1062 Highland Colony Parkway
Suite 201 Ridgeland, MS 39157
Phone: 601-499-2400
Fax: 601-499-2401

Oxford:

1200 Jefferson Avenue, Suite 206
Oxford, MS 38655
Phone: 662-234-8130
Fax: 662-234-8892

News

07-May-2018

IRS Shares Resources for Small Business Owners

Last week, the IRS highlighted resources for small business owners and the self-employed in honor of National Small Business Week. A few of the sh.. Read More

27-Mar-2018

Tax Planning Opportunities – Renovations of Commercial Real Estate

In our earlier installment about How Tax Reform Affects Owners of Commercial Real Estate (http://www.granthampoole.com/announcements/how-tax-refor.. Read More

14-Mar-2018

Alimony and the New Tax Act

The Tax Cuts and Jobs Act (the Act) ushered in significant tax reforms for both individuals and businesses with its passage last December. Most o.. Read More

07-Mar-2018

Regulations Soon Issued for Carried Interest Limitations

The IRS announced it will be releasing regulations clarifying limitations around carried interests in S corporations in light of the new tax law. .. Read More

05-Mar-2018

Interest on Home Equity Loans

The IRS recently advised taxpayers that in many cases, the interest paid on their home equity loans is still deductible under the new tax law. For.. Read More

26-Feb-2018

529 Plans After Tax Reform – Better Than Before

Qualified tuition plans, also known as “529 plans” in reference to the applicable Internal Revenue Code Section, have been around for .. Read More

19-Feb-2018

GranthamPoole PLLC Tax Reform Seminar

Listen in as our experts discuss some of the important changes in the tax code at our recent Tax Reform Seminar. The seminar covers changes such as in.. Read More

07-Feb-2018

Effect of the Tax Cuts and Jobs Act on Valuations

The wide-reaching provisions of the Tax Cuts and Jobs Act (TCJA) will significantly affect values of businesses and assets. Small business owners.. Read More

25-Jan-2018

Tax Reform Limits State and Local Tax Deduction

One of the areas affected by the Tax Cuts and Jobs Act (TCJA) is individual itemized deductions. This article will address one specific itemized .. Read More

16-Jan-2018

Estate Planning Considerations as a Result of Tax Reform

The Tax Cuts and Jobs Act of 2017 (TCJA) reduces individual and corporate income tax rates, removes a multitude of credits and deductions, enhance.. Read More

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