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Taxes & Financial Planning

What is a step up in basis | Shawn Melotz, CPA Owner of Melotz Group, LLC & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
02:55
Federal Estate Tax Exemption | Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning & Shawn Melotz, CPA Owner of Melotz Group, LLC
02:43
Cash Balance Plans | Shawn Melotz, CPA Owner of Melotz Group, LLC & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
04:10
Cash Balance Plan Investment Selection | Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning & Shawn Melotz, CPA Owner of Melotz Group, LLC
01:28
Using the Federal Gift Tax Exclusion | Shawn Melotz, CPA Owner of Melotz Group, LLC & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
03:37
Pass Through Entity Tax | Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning & Shawn Melotz, CPA Owner of Melotz Group, LLC
03:05
How do Accountants & Financial Professionals Work Together | Shawn Melotz, CPA Owner of Melotz Group, LLC & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
01:57
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Connecting the Dots of Your Financial Picture

Powerful tax strategies require seamless collaboration. We work directly with you and your accountant to ensure your financial plan is perfectly aligned with your tax mitigation goals.

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