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What is a Trust Protector?
Recently one of my elderly clients requested that I become a trust protector, but in my experience, a CPA may serve as a trustee, co-trustee, or successor trustee, but not a trust protector. I assign that responsibility to the attorney.
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2015 Filing Deadlines
Just when you got used to filing your taxes on time, the IRS changes the due dates Partnerships Due March 15th "S" Corporations Due March 15th "C" Corporations Due April 15th Individuals Due April 15th FBAR Due April 15th

 

When you hear the word CPA, what automatically comes to your mind? Books and taxes? This is to be expected, but what comes to your mind when you hear the words Trusted Advisor?

With 30 years of experience in the capacities of CFO, financial analyst, pension consultant, investment advisor*, and comprehensive financial planner, we can provide you and your business the proper guidance to achieving your goals. You will hear the word Personal CFO excpressed almost everywhere, let us demonstrate what this actually means.

Review the following pages and contact me when you are ready for a free, no obligation consultation.

*Edward Greenlee, CPA/PFS is an Investment Advisor Representative offering services exclusively through Castleview Wealth Management



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