We show empathy by consistently reaching out to clients, not only to review their accounts, but also to acknowledge personal and family milestones.
We show altruism by actively participating in our community, gathering with our clients for fun and entertainment, and sharing resources with nonprofit organizations.
We show alchemy by creating customized financial action plans that anticipate our clients’ life transitions ahead of time.
We proactively strive to build trust in place of fear, and as a result, help our clients achieve financial confidence. By breaking down complexity into simplicity, we address the key aspects of wealth management: making wise allocation decisions; mitigating taxes; managing cash flow efficiently; protecting assets against blind sides; taking care of heirs; and magnifying charitable gifts.
We handle all facets of wealth management including:
Here we focus on asset allocation based on the goals you’ve set forth. We also pay particular attention to your cash flow situation.
Here we help explain the intricacies of your financial plan in what we call rewirement vs retirement.
Here we walk you through tax mitigation and begin to delve into your risk management per your financial goals.
With your goals in mind, we create and initiate a personalized financial plan. Here we’ll explain accumulation vs distribution.
Headquartered in Basking Ridge, New Jersey, WFP Tax Partners, LLC provides CPA tax preparation, filing services, and planning for our clients nationwide. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
Proactive tax planning allows our clients the opportunity to minimize tax burdens with strategies that can result in years of tax savings.
We have developed our tax practice business by studying and training under Ed Slott & Company. Ed Slott CPA is the premier IRA expert in the U.S., according to the Wall Street Journal. After completing extensive training under Ed Slott and his team, Walter attained Elite Advisor status in 2010, followed by Master Elite status in 2013. In order to keep current on continuous changes in taxation and IRAs, Walter completes education and testing with Ed Slott & Company on an ongoing basis.
Ed Slott’s Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Because being the best in the business requires an enormous amount of education, time, and effort, Ed Slott created Ed Slott’s Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott’s Elite advisors are equipped with up-to-date materials to outsmart and outsell their competition.
Ed Slott, founder and president of Ed Slott and Company, LLC, was named “The Best” source for IRA advice by The Wall Street Journal.
He is a nationally recognized professional speaker and has starred in several nationally aired public television specials. He is an accomplished author of many financial and retirement-focused books and a personal finance columnist for numerous financial publications. As a thought leader in the retirement industry, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of national magazines and financial publications.
Mr. Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards. He has served on the Board of The Estate Planning Council of New York City and is an Accredited Estate Planner (AEP) distinguished.
What is an Elite IRA Advisor? Learn more
*The professionals listed are not affiliated with WFP & Independent Financial Group, LLC (IFG).