Services
Financial Planning
• Retirement Planning
• Income Tax Analysis
• Education Funding *
• Insurance/Risk Management
• Estate Planning
• Asset Protection and Asset Transfer Strategies
• Pension Plan Distribution Review
• Income Tax Analysis
• Education Funding *
• Insurance/Risk Management
• Estate Planning
• Asset Protection and Asset Transfer Strategies
• Pension Plan Distribution Review
Tax Services
• Tax Preparation for Individuals, Corporate, Estate, Organizations, Trust, Partnership, and LLC
• Out-of-State and Out-of-Country Returns
• Prior Year Returns
• Tax Projections
• Out-of-State and Out-of-Country Returns
• Prior Year Returns
• Tax Projections
IRS Representation
• Appeals
• Audit Representation
• Audit Representation
• Repayment Plans
• Offers-in-Compromise
• Offers-in-Compromise
Assets Management *
• Assets Management for the following types of accounts:
Personal
Trust
Retirement
Corporate
Nonprofit
• Portfolio Analysis including Performance Reporting
• Asset Allocation**
• Group Retirement Plans, including 401Ks, IRAs (Roth, Rollover, Simple, SEP and Traditional)
• Defined Benefit Plan
• Alternative Investments
Personal
Trust
Retirement
Corporate
Nonprofit
• Portfolio Analysis including Performance Reporting
• Asset Allocation**
• Group Retirement Plans, including 401Ks, IRAs (Roth, Rollover, Simple, SEP and Traditional)
• Defined Benefit Plan
• Alternative Investments
Insurance Products
• Fixed and Variable Annuities *
• Life Insurance Policies
• Disability Insurance Policies
• Long-Term Care Insurance Policies
• Life Insurance Policies
• Disability Insurance Policies
• Long-Term Care Insurance Policies
Business Consulting
• Business Entity Selection
• Accounting System Setup
• Business Evaluation
• Buying/Selling a Business
• Business Risk Management & Recommendations
• Accounting System Setup
• Business Evaluation
• Buying/Selling a Business
• Business Risk Management & Recommendations
International Business Services
• Chinese Business Operation in US
• US and China Tax Law and Regulations
• US and China Tax Law and Regulations
* These services are offered by Barry Cui through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
** Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.