We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.
Perhaps the most vital piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs.
Bertrand Retirement Solutions has a strategic alliance with Stovall & Associates, Ltd.; utilizing their team of CPA’s to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Throughout the year, Stovall & Associates, Ltd., will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client’s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden.
Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
Tax Planning services:
- CPA prepared Roth conversion analysis
- CPA prepared 2nd opinion prior year individual and business tax return reviews
- CPA prepared year-end tax filing services
- 1040 tax optimization reports
- Personalized tax reduction reports
- Tax preparation servies
Bertrand Retirement Solutions does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.
Nick Stovall, CPA /PFS, Stovall & Associates
Founder and President for Stovall & Associates, Ltd., Certified Public Accountants
Nick Stovall CPA/PFS, CGMA, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law, and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.
During his tenure in the private industry sector, Nick served as the chief financial officer for Glenn Corporation, E Energy Adams and Gradient Financial Group, LLC. He has also consulted in the public sector serving individuals and businesses in the areas of financial and tax planning. Nick was an instructor with National American University, teaching upper division accounting courses and remains a mentor for aspiring accountants in the Twin Cities area.
Nick earned the Masters of Business Administration in Accounting and a Bachelor of Science in Finance from the University of St. Thomas where he graduated with distinction. In addition, he attended Carlson School of Management at the University of Minnesota for the Masters of Business Taxation. Nick also holds his series 27, 7, and 66, as well as his life and health license.
Nick remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). Nick is a member of Ed Slott’s Elite IRA Advisor Group.