![]() |
![]() |
| Member PICPA |
| Member DSCPA |
Jul 30, 2010
We offer a wide variety of financial services for high-income individuals and their businesses
- Income Tax Preparation
- Estate Planning
- Wealth Preservation
- Retirement Planning
- Business Valuations Business Resourcing
- Real Estate Consulting
News Flash!
As soon as health care passes, the American people will see immediate benefits. The legislation will:
- Prohibit pre-existing condition exclusions for children in all new plans
- Provide immediate access to insurance for uninsured Americans who are uninsured because of a pre-existing condition through high-risk pool
- Prohibit dropping people from coverage when they get sick in all individual plans
- Lower seniors' prescription drug prices by beginning to close the donut hole
- Offer tax credits to small businesses to purchase coverage
- Eliminate lifetime limits and restrictive annual limits on benefits in all plans
- Require plans to cover an enrollee's dependent children until age 26
- Require new plans to cover preventive services and immunizations without cost-sharing
- Ensure consumers have access to an effective internal and external appeals process to appeal new insurance plan decisions
- Require premium rebates to enrollees from insurers with high administrative expenditure and require public disclosure of the percent of premiums applied to overhead costs
- Imposes a 40-percent surtax on high-end employer-sponsored health plans
- Increases the Medicare tax to 2.35 percent for couples with adjusted gross incomes (AGI) over $250,000 a year and individuals with AGI over $200,000
- Imposes new fees on certain health-related industries
- Increases the threshold for the deduction of eligible unreimbursed medical expenses from 7.5% to 10% of AGI starting in 2013
Wade Company - A team of professionals offering personalized service.
- Experienced in recognizing, developing and executing financial and tax strategies for the creation and preservation of family wealth
- We believe in mastering the task, not the universe
- We believe an organization should be about character, not characters
- We believe in backbone
- We believe every client is unique, and every deal is different
- We believe that's what makes it interesting

