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Jacob M. Leon, CPA/PFS CFP®

Tax and Estate Planning

 

  • Are you paying too much in income taxes?

  • Would you like to avoid paying capital gains taxes on the sale of your business or other highly appreciated assets?

  • Would you like to defer paying taxes on investment gains and keep your investment protected from creditors?

  • An important facet of our service is helping you transfer your estate to your heirs while minimizing estate, income and gift taxes. A significant portion of our work involves succession planning for the owners of closely held businesses.

  • Our associates will work closely with your tax and legal advisors to help develop a comprehensive and effective estate plan.

Whether you choose to work with your current tax advisors or with CPAs within our strategic alliances and/or tax attorneys, we offer solutions to various tax challenges facing our clients through the use of sophisticated financial strategies.

Our mission at Jacob M. Leon, CPA/PFS CFP® is to help ensure that our clients' financial dreams become reality.

As provided for in circular 230 of the IRS, advice related to federal taxes that is contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue code. Individuals should seek advice based on their own particular circumstances from an independent tax advisor.

713-333-7477 phone                713-589-3160 fax

 

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC.
 NFP Securities, Inc. is not affiliated with Jacob M Leon CPA/PFS, CFP®.  NFP Securities, Inc. does not provide legal or tax advice and is not a Certified Public Accounting firm.

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed,  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.