Tax and Financial Advisory Services

Cerner Capital provides tax advisory services specializing in tax planning for retirement, tax preparation services and general tax consultation services. In addition, Cerner principals will engage in financial consulting services to small business.

Cerner Capital specializes in helping near-retirees, retirees and small business owners make tax-wise decisions. These include:

  • Distributions from qualified retirement plans. Cerner can advise clients on how and when to take distributions from retirement plans in a tax-efficient manner.

  • Selecting the most tax efficient way to save for retirement. Cerner can help clients decide whether to use a Roth, Traditional IRA, 401(k) or combination thereof in order to maximize tax savings and investment returns.
  • Estate planning and wealth transfer. Cerner can help clients determine the best way to pass on wealth to future generations and / or charities in order to eliminate or minimize estate taxes.