If you would like to receive copies of the following items free of charge, or wish to be added
to our mailing list, please contact me.
"2003 Tax Law Summary" – This booklet summarizes the new tax law and how its provisions might
apply to your situation. Since many of the new rules are complex and short-lived, I encourage you to contact me for additional
assistance.
"Selecting the Best Estate Planning Strategies" - This guide discusses various strategies you
can use to develop a custom estate plan. It also addresses charitable giving, family business issues, generation skipping
transfers, life insurance, and related topics. Updated to incorporate the changes in tax law provided by the Economic
Growth and Tax Relief Reconciliation Act of 2001.
"Business Valuation Strategies" - This guide details key valuation concepts, method and issues.
It also explains how professional valuation experts select an appropriate valuation method for the purpose at hand. A Valuation
Worksheet at the end helps readers define their valuation needs.
Thank you for visiting our site. I hope to hear from you soon.
Joe Odzer