Tax strategy development in Iowa

Sara G. Sidwell, Shuttleworth & Ingersoll is a full-service law firm located at 327 2nd Street in Coralville, Iowa. Our team of attorneys takes a collaborative, relationship-driven approach to delivering results for our clients. As one of Iowa's largest firms, we have established client relationships that span generations and value innovation and continuous improvement. Our expertise spans across various legal disciplines, allowing us to provide value and support for individuals, families, businesses, and financial institutions. Whether you are facing a small challenge or a complex legal issue, our team is here to guide you through with unmatched strategy and dedication.

Janssen Law, PLC is a reputable law firm located at 700 2nd Avenue in Des Moines, Iowa. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are facing a complex legal issue or simply need legal advice, Janssen Law, PLC is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Farm Bureau Financial Services: Bruce Bryant is an insurance agency located at 950 Senate Avenue in Red Oak, Iowa, United States. Specializing in providing a wide range of insurance products and financial services, Bruce Bryant and his team are dedicated to helping clients protect what matters most. By staying up to date with the latest tips and information, clients can make informed decisions about their insurance needs. Whether you're looking for auto, home, life, or farm insurance, Bruce Bryant is here to help. Join the thousands of satisfied customers who have benefited from his expertise and personalized service. Contact Bruce Bryant at Farm Bureau Financial Services today to discuss your insurance needs and start protecting your future.

Northwestern Mutual is a reputable finance and insurance agency located at 4601 Westown Parkway in West Des Moines, Iowa, United States. With a strong commitment to helping individuals and families achieve financial security, Northwestern Mutual offers a range of services including insurance, investment planning, and retirement solutions. Their team of experienced professionals work closely with clients to develop personalized strategies that align with their goals and priorities. Whether you are looking to protect your assets or plan for the future, Northwestern Mutual is dedicated to providing top-notch financial guidance and support.

Kane Company Wealth Management PC is a trusted fiduciary wealth management firm located at 8831 Thomas Avenue in Johnston, Iowa, United States. Our team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, and Personal Financial Specialists, are dedicated to providing expert financial and tax advice. We offer a comprehensive approach to helping our clients develop and implement long-term strategies that align with their financial goals. Trust Kane Company Wealth Management PC to help you secure your financial future.

Compensation Designs LLC is a finance institution located at 1603 22nd Street in West Des Moines, Iowa, United States. Specializing in creating tailored compensation packages for businesses and organizations, Compensation Designs LLC offers expert consultation and solutions to help companies attract and retain top talent. With a focus on maximizing employee satisfaction and performance, their team of professionals work closely with clients to design competitive and comprehensive compensation plans that align with their unique goals and objectives. Trust Compensation Designs LLC to provide innovative and effective strategies to drive success in the ever-evolving world of finance.

Lincicum & Albertson LLC is a trusted accounting and finance institution located at 2525 North Ankeny Boulevard in Ankeny, Iowa, United States. Our team has been providing top-quality tax preparation services for years, earning a reputation for being friendly, reliable, and incredibly helpful. We proudly serve clients in Ankeny, Altoona, Bondurant, Des Moines, West Des Moines, and the surrounding areas. Whether your financial situation is simple or complex, we are here to help you navigate all the details and provide expert advice on how to move forward. Our services cater to independently owned businesses, sole proprietorships, early-stage companies, and businesses in need of assistance with financial organization and strategy development.

Schnurr & Company LLP is a leading accounting and finance institution located at 1525 Airport Road in Ames, Iowa, United States. Our experienced staff is dedicated to providing constructive solutions to help maximize your company's profitability and efficiency. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation. We specialize in helping businesses identify areas that may be negatively affecting profitability and growth, and we provide practical and technically sound solutions. With locations in Fort Dodge, Ames, and Bondurant, we are ready to find the best solution for your unique situation. Contact us for an appointment during our regular business hours, with after-hours appointments also available.

Nick Baker is an insurance agency located at 1005 Lincoln Circle in Orange City, Iowa, United States. As a trusted advisor for various financial concerns and objectives in life, Nick Baker, licensed with New York Life Insurance Company, offers highly-effective strategies and solutions to help clients reach their financial goals. Specializing in insurance and investment advisory services, Nick J. Baker is licensed in multiple states including Iowa, Minnesota, and South Dakota. With a focus on outstanding service and performance, Baker Financial Solutions aims to develop long-term relationships with clients. Please note that neither Baker Financial Solutions nor its affiliates provide tax, legal, or accounting advice. Consult your own professionals for advice tailored to your specific situation.

Merrill Lynch Financial Advisor Tony Ranallo is a prestigious institution located at 7545 Ashworth Road, West Des Moines, Iowa, United States. Recognized by financial industry publications and Bank of America Corporation, our advisors set the standard for exemplary client service. We offer personalized financial planning through Merrill Personal Wealth Analysis™, utilizing the global resources of Merrill to build strong client relationships based on trust and personalized service. Our mission is to understand your goals and aspirations, designing and implementing a personalized plan to help you pursue financial success while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop an approach tailored to your financial needs. Our dedicated advisors will help you navigate the complexities of your financial life, providing customized investment strategies to address your unique needs and goals. Let's work together to help you achieve your financial aspirations.

Kari Kibby - Thrivent is a financial institution located at 1625 Boyson Road in Hiawatha, Iowa, United States. As part of Quadrant Financial Advisors, we are dedicated to helping our clients create a financial plan that allows them to be wise with their money and live generously. Our team of financial advisors, backed by the strength of Thrivent, listens carefully to your needs to develop a personalized strategy that aligns with your goals. We believe that money is a tool, not a goal, and are committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. Whether you are looking for life insurance, disability income insurance, or other financial solutions, we are here to help you achieve clarity and confidence in reaching your financial goals and dreams.

Quadrant Financial Advisors is a finance institution located at 1625 Boyson Road, Hiawatha, Iowa, United States. As financial advisors, we are dedicated to helping our clients create a plan to manage their money wisely and live generously. Backed by the financial strength of Thrivent, we listen attentively to understand your needs in order to develop a personalized strategy that aligns with your goals. We believe in building a financial plan around what matters most to you, ensuring that you achieve clarity and confidence as you work towards your financial aspirations. Our services include life insurance options tailored to your individual needs, as well as disability income insurance to protect your income in case of illness or injury. At Thrivent, we view money as a tool, not a goal, and are committed to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of what you have been given.

Michael Olinger (MO) - Quadrant Financial Advisors, Thrivent is a finance institution located at 1625 Boyson Road, Hiawatha, Iowa, United States. At Quadrant Financial Advisors, we are dedicated to helping our clients develop a plan to make wise financial decisions and live generously. As part of Thrivent, we prioritize listening to your needs and creating a customized strategy that aligns with your goals. Our focus is on helping you, your family, and your communities thrive. We believe that life is not just about accumulating wealth, but about using it to make a positive impact. Our team is committed to delivering personalized strategies and attentive service to support you in achieving financial clarity and confidence as you pursue your dreams.

Fellows & Blake Financial is a finance institution located at 700 East 2nd Avenue in Indianola, Iowa, United States. We specialize in providing comprehensive financial planning services that go beyond just managing your money. Our team of experts, including CPAs, risk mitigation specialists, investment managers, and estate planning lawyers, work together to create a customized plan based on your unique assets, needs, and dreams. At Fellows & Blake Financial, we believe in life planning, not just financial planning. We help you secure your business, plan for succession, and develop exit strategies. We also assist in building wealth, even if you're facing financial challenges today. Our fiduciary financial advisors are dedicated to helping you live well now while also preparing for a successful retirement and leaving a meaningful legacy.

Schnurr & Company, LLP is a professional accounting and finance institution located at 85 Paine Street Southeast in Bondurant, Iowa, United States. Our experienced staff sees the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation. We specialize in helping businesses identify areas negatively affecting profitability and growth, and we develop practical and technically sound solutions. Our goal is to find the best solution for your unique situation. We have additional locations at 822 Central Ave. Suite 400 in Fort Dodge, IA and 1525 Airport Road, Suite 103 in Ames, IA. Contact us at 515-630-6004 or email murray@schnurr.cpa, craig@schnurr.cpa, or nick@schnurr.cpa for more information. Our office hours are Monday to Friday from 8 am to 5 pm, with Saturday hours from 8 am to 12 pm (January 1 through April 15). Appointments are available after-hours.

Ernst & Young, located at 801 Grand Avenue in Des Moines, Iowa, is a global institution specializing in accounting, finance, assurance, consulting, strategy, transactions, and tax services. The institution focuses on ensuring privacy, transparency, and accountability in the implementation of AI technologies. Through various reports and surveys, Ernst & Young provides insights into health equity, LGBTQ workplace issues, modernization barriers, and strategic investments in the healthcare industry. The institution also offers career opportunities in technology, tax, audit, strategy consulting, megatrends, and sustainability. Ernst & Young is committed to building trust and confidence in the capital markets and economies worldwide, while developing outstanding leaders to deliver on promises to stakeholders. Visit ey.com for more information about the organization and the services offered. Please note that the information provided is for general informational purposes only and should not be relied upon as professional advice.

Welcome to Merrill Lynch Financial Advisor Amber O'Brien, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to empower you to achieve your financial goals by offering a comprehensive range of investment solutions from Merrill and banking products from Bank of America. We understand that the financial landscape is ever-changing, and we are here to provide timely insights into market trends and the global economy to keep you informed and on track. Our commitment to serving our clients stems from personal experiences and a passion for helping others navigate financial challenges. We believe in creating a personalized financial plan that reflects your unique life circumstances and aspirations. By understanding your priorities, we aim to guide you through life's inevitable changes with a strategy tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Aleeza M Singh, located at 4550 East 53rd Street, Davenport, Iowa. As part of the esteemed Singh Group, our mission is to provide unparalleled, planning-centric wealth management services tailored to the unique needs of high net worth and ultra-high net worth families. With roots deeply embedded in Midwest sensibilities, we prioritize a solid work ethic, trust, and integrity, blending traditional values with innovative financial strategies and state-of-the-art technology. Our clients benefit from access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring a comprehensive approach to wealth management. We offer timely insights into market trends and the global economy to help you stay on track with your financial goals.

Welcome to Merrill Lynch Financial Advisor Nathan Pozzi, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to empower you with the financial insights and resources necessary to navigate the complexities of today's ever-changing world. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, we are committed to helping you make informed decisions to achieve your financial goals. At our core, we believe in providing personalized financial guidance rooted in understanding your unique circumstances and aspirations. Our approach begins with a deep understanding of where you are today and where you want to be tomorrow. We aim to help you define your goals and establish a planning process that prioritizes your needs, guiding you through life's inevitable changes.

Welcome to Merrill Lynch Financial Advisor Laura Genis, located at 4550 East 53rd Street, Davenport, Iowa. As a dedicated CERTIFIED FINANCIAL PLANNER™ professional, Laura Genis brings over fifteen years of experience in the financial services industry to help individuals, families, and businesses achieve their financial goals. Since joining Merrill Lynch Wealth Management in 2022, Laura has been committed to providing personalized financial planning and investment guidance. Laura offers clients access to a diverse range of investment solutions through Merrill and banking products from Bank of America. With a focus on understanding what matters most to you, Laura takes a thoughtful, personalized approach to help design and implement plans tailored to your unique financial aspirations while managing investment risk. She is dedicated to helping you make informed decisions by connecting your life and finances, backed by timely market insights and global economic perspectives.

Welcome to Merrill Lynch Financial Advisor Larry A Pozzi, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to guide you through the complexities of the financial world, helping you define and achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we are committed to providing you with timely insights into the markets and global economy. At Merrill Lynch Financial Advisor Larry A Pozzi, we understand that life is full of changes and challenges. Our team is passionate about assisting you, drawing from our collective experiences to offer professional and caring financial services. We believe that understanding your unique situation is the best starting point for planning your financial future. Our personalized approach ensures that your financial plan is tailored to your specific needs and priorities, guiding you through life's inevitable changes.

Welcome to Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC, located at 407 Blondeau Street, Keokuk, Iowa 52632. Our mission is to provide comprehensive financial services tailored to meet the unique needs of our clients. As a trusted partner, Jonathan Baety holds multiple prestigious certifications that underscore his expertise and commitment to excellence in financial advising. Jonathan is an Accredited Asset Management Specialist (AAMS™), ensuring he abides by a strict code of ethics and has mastered the art of applying investment concepts to real-world asset management situations. He is also an Accredited Domestic Partnership Advisor (ADPA™), skilled in wealth transfers, federal taxation, and planning for the financial and medical needs of domestic partners.

Welcome to Bronson Helt - Associate Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in achieving financial success. Conveniently located at 701 Avenue G, Fort Madison, Iowa 52627, we are committed to providing personalized financial advice to help you reach your unique financial goals. At Bronson Helt, we bring a wealth of knowledge and expertise to our clients, backed by an array of prestigious certifications and designations. Our team upholds the highest standards of ethics and professionalism, ensuring that our clients receive advice rooted in integrity and deep industry expertise.