Susan M. Walla, CFP, EA

Investment Skill rooted in Tax Expertise

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

A skilled financial and tax professional, Susan Walla unites tax expertise and comprehensive financial planning to help people pursue their financial goals.  She provides guidance, support and objective advice as clients seek to build and conserve their wealth.  Susan helps you clarify your long-term goals, and uses her vast knowledge and experience to help you pursue them.

As an Enrolled Agent representing taxpayers, Susan has helped business owners and executives save money for years.  As a financial advisor, she focuses on tax-advantaged growth, guiding you to portfolio choices that seek to optimize your after-tax return. 

What a powerful fusion: a financial advisor who unites tax expertise and comprehensive financial planning to help people pursue their goals. 

 There are many opportunities and potential rewards available when you take a proactive approach to your personal financial situation. This Web site will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We also give you fast, easy access to market performance data.

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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