Tax Planning & Consulting
Shalom Consulting Group is committed to providing high-quality tax advisory services, year-round tax planning, and expert tax return preparation. Our tax experts focus on your particular needs and goals, identifying the most beneficial tax strategy for you and helping you to devise an overall plan to maximize your tax savings and minimize your tax liabilities, both now and in the future.
Real Estate Investment Consulting
The real investment landscape changes rapidly, and savvy real estate investors know that keeping their real estate portfolios up-to-date and balancing risk and return is critical for real estate investment success. At Shalom Consulting Group, our knowledgeable real estate investment advisors have the experience and the insight to help you manage your real estate investment risk using comprehensive real estate property analysis that provides comprehensive analysis that measure your return on your investment for each property in your portfolio. We can also help you to determine an optimal entry and exit strategy for your investment property by providing suggested purchase and sales price which fits your unique personal and financial goals, time horizon, and risk tolerance.
Annuity Consulting & Retirement Planning
It is never too early to start planning for retirement if you want to maintain your current lifestyle or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At Shalom Consulting Group, our annuity specialist retirement planners meet with you to listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative tax benefits of retirement products such as stocks, bonds, and other retirement products, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age – Shalom Consulting Group can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.
Insurance Consulting & Legacy Planning
You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserving your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Shalom Consulting Group has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.
Tax Debt Mediation & Bankruptcy Services
Many Americans are feeling the pain of large tax debt, credit card or unpaid medical expenses, and can’t see a way to resolve them. At Shalom Consulting Group, we offer complete experienced, responsive tax debt and financial counseling services. We can help with facilitating an installment agreement or financial settlement agreement. Our team can help you get in a Payment Plan, assist with Loan Modifications, Chapter 7 bankruptcy, and IRS & Debt Settlements. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future. Whether because of overwhelming tax debt, medical expenses, devastating job loss, or other financial catastrophes we understand and can help you navigate what can be a frightening and difficult process.