Services & Experience:
Investment and Wealth Management
This includes retirement planning, income distribution, and estate planning. This process begins by understanding a client’s current and future aspirations and proceeds to development and implementation of a plan to achieve these goals.
Which is primarily focused on reducing a client’s income, gift and estate taxes.
Small Business Management
Includes the creation, management, and implementation of successful practices for the self-employed.
The tax planning and small business management parts of Ken’s practice are offered through the public accounting firm Edwards & Osmonson, LLC.