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Home / estate planning

Posts tagged with "estate planning"

529 College Savings Plans As An Estate Tool

May 29, 2019 by Hannah Thoms, CPA, M.S.F., CFP

  • Uncategorized

Tags: estate planning, funding college education

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New Rules Benefit 529 College Savings Plans As An Estate Tool

May 27, 2019 by Hannah Thoms, CPA, M.S.F., CFP

  • Uncategorized

Tags: estate planning, estate taxes, tax planning

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Estate Planning Basics

January 29, 2018 by Hannah Thoms, CPA, M.S.F., CFP

  • Estate
  • Estate and Trust

Tags: estate planning

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Questions & Answers on Social Security Retirement Benefits

July 24, 2014 by Stephanie Potash

  • Bookkeeping
  • Economy
  • Financial Planning
  • Gordon Advisors, P.C.
  • Health Care
  • Retirement

Tags: estate planning, exit planning, Retirement, retirement benefits, retirement plan, retirement tax, Social Security, Social Security Number

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Characteristics of a Well-Prepared Buyer

March 4, 2014 by Stephanie Potash

  • Accounting
  • Business
  • Economy
  • Gordon Advisors, P.C.
  • Litigation / Valuation

Tags: accounting detroit business, accounting troy business, business plan, cpa firm detroit, detroit largest accounting firm, estate planning, exit planning, metro detroit accounting, sell business tax, succession plan

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Build Your Own Nest Egg with These 8 Smart Moves

January 31, 2014 by Stephanie Potash

  • Accounting
  • Economy
  • Financial Planning
  • Gordon Advisors, P.C.
  • Retirement

Tags: Accounting, accounting detroit business, accounting troy business, business plan, CPA firm, detroit largest accounting firm, estate planning, Gordon Advisors, michigan accounting. troy accounting, nest egg, retirement plan, succession plan, troy accounting firm, troy cpa firm

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‘Tis (Almost) the Season for Gift and Estate Planning

October 24, 2013 by Stephanie Potash

  • Accounting
  • Bookkeeping
  • Business
  • Deadlines
  • Deductions
  • Gordon Advisors, P.C.

Tags: cpa estate plan, detroit largest accounting firm, estate planning, exit plan, gordon, Gordon Advisors, succession plan, tax audit, Troy, troy accounting firm, troy cpa firm

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Quantify your Resources: The Ultimate Exit Test

July 10, 2013 by Stephanie Potash

  • Accounting
  • Business
  • Financial Planning
  • Gordon Advisors, P.C.
  • Litigation / Valuation
  • Small Business

Tags: CPA firm, estate planning, exit planning, Gordon Advisors, succession plan, troy accounting firm, troy cpa firm

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Which Comes First? Estate Planning or Exit Planning?

May 24, 2013 by Stephanie Potash

  • Accounting

Tags: cpa firm detroit, detroit largest accounting firm, detroit largest CPA firm, estate planning, exit planning, metro detroit accounting firm

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The Avoidable Failure to Act

January 16, 2013 by Stephanie Potash

  • Accounting

Tags: Accounting, estate planning, estate tax, Tax

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Estate Planning Awareness – 10 Famous People Who Died Without A Will

October 22, 2012 by Stephanie Potash

  • Accounting
  • Business
  • Entertainment / Movie Industry
  • Gordon Advisors, P.C.
  • Small Business

Tags: CPA firm, estate planning, estate planning check list, Gordon Advisors, metro detroit accounting, michigan accounting. troy accounting, troy cpa firm

Read more   >

Exit Planning Review – Due Diligence

October 8, 2012 by Stephanie Potash

  • Accounting

Tags: CPA firm, estate planning, exit planning, Gordon Advisors, metro detroit accounting, michigan accounting. troy accounting, troy cpa firm

Read more   >

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“Excellent service and excellent advice.”


— Individual. Gordon Client for 11 years. —

“Friendly, trustworthy, knowledgeable, quality work, at a reasonable price. ”


— Individual. Gordon Client for 15 years. —

“I & our companies have worked with Gordon Advisors for many years and they have always been high quality.”


— Owner, Restaurant. Gordon Client for over 30 years. —

“We have been with your company for many years and still have a very good relationship. We are always given the best advice and receive total co-operation. ”


— Trust. Gordon Client for 8 years. —

“Gordon Advisor has always gone the extra step addressing my needs, answer my questions and making me feel special. Even though I'm not their biggest customer. ”


— Individual. Gordon Client for 17 years. —

“We have been working with Gordon Advisors for 20+ years. Wonderful people. ”


— Controller, Manufacturing. Gordon Client for 22 years. —

“As we are a charity, I would recommend their services to other charities as they are familiar with the needs of a charity. ”


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“The staff are all highly capable, friendly and accessible. Gordon Advisors are a great resource to our organization and have always treated myself, the staff and my Board of Directors with the utmost respect. ”


— Executive Director, Not-For-Profit. Gordon Client for 12 years. —

“Excellent relationship with Gordon Advisors for the past 34 years. They do our yearly audit and are professional, caring and efficient. We are extremely happy with the work done for us, and the board votes every year to keep them as our auditors. ”


— Executive Director, Not-For-Profit. Gordon Client for over 30 years. —

“Over 20 years of service. They are friendly and professional. We've never been disappointed. ”


— CEO, Construction. Gordon Client for 20 years. —

“We always receive good service and value. A great friendship and understanding has been developed over the years. ”


— CFO, Manufacturing. Gordon Client for 18 years. —

“They have been very helpful and responsive, and have always met our needs. ”


— Manager, Hospitality. Gordon Client for 7 years. —

“The service provided is consistently delivered on a timely basis with value.”


— CFO, Medical Device Manufacturing. Gordon Client for 14 years. —

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