MilKat Financial Services reach far beyond your tax return or a single rearrangement of your finances. When you establish a relationship with Katilina, we'll keep your specific financial goals in mind and continuously search for new ways to help you attain those goals.
Your ongoing relationship with Katilina will also provide you with an expert to call on whenever financial questions or crises arise: a financial problem-solver who's already familiar with your particular financial situation.
Tax planning and preparation
Plenty of successful professionals find tax laws and regulations nearly incomprehensible. This is especially true of those professionals affected by the very complex alternative minimum tax (AMT). If you've been thinking that you might need the services of a tax professional, you probably do.
With her deep understanding of tax law, Katilina can prepare your personal taxes and guide you toward the best uses of your money. If you own a business, Katilina can also provide you with business tax services.
Personal financial planning
As your career and family grow, so does your need for sound financial planning. Katilina can guide you through the financial complexities of...
- property investments and sales;
- incentive stock options;
- brokers and their financial products;
- retirement savings;
- financing a first home for a child;
- divorce, health issues, and the death of a spouse.
Saving for a college education may be one of the biggest financial challenges you'll ever face. It's not easy to know how much money you should save, or which saving method will afford you the biggest tax breaks.
With years of experience with 529 plans and other college saving vehicles, Katilina can help you establish a fund for your family's specific educational needs.
Estate planning
If you own assets, you'll eventually need an estate plan to protect those assets after your death or in the event of your becoming incapacitated. Katilina can help you...
- avoid or reduce your estate taxes;
- increase the value of the assets you transfer to your beneficiaries;
- prevent your assets from being transferred to unintended beneficiaries;
- protect your assets, should you become incapable of communicating your intentions.
