“WBL provided me with alternate solutions and helped me make informed decisions on how to handle my unique financial situation. I feel such relief that their team is working in my best interest and that I have a solid plan now.”Private client
Get the answers you need to help you and your family protect your wealth, now and for the future.
Your success is your legacy to your family and the community. With expert guidance from WBL's advisors, you can protect what you've achieved and plan for a secure future. We'll help you create effective strategies to minimize tax exposure, meet regulatory requirements, and plan for your loved ones' education, your business exit or succession, gifts, philanthropy and the protection of your estate.
- Comprehensive Financial Planning
- Domestic and International Tax Planning and Preparation
- Estate Planning
- Business Plan Preparation
- Finance Consulting Assistance
- IRS Representation
- Trust Consulting and Administration
- Budgeting and Accounting Assistance
- 18 Year-End Tax Planning Strategies that May Reduce Your Tax Burden
- To Contribute or Not to Contribute? That is the SSO/RHO Question.
- Georgia Tax Credit Could Help You and Rural Hospitals at the Same Time
- Companies & Individuals with Foreign Activities are Affected NOW by the New Tax Law
- Sweeping Tax Overhaul Will Affect Almost Everyone