Archive for the ‘Financial Planning & Wealth Management’ Category

Inside Indiana Business Reports On Better Ways to Provide Accounting Services

Thursday, March 18th, 2010

As some of you may have seen over the weekend, I was a guest on Gerry Dick’s Inside Indiana Business TV show. First of all, let me say “thank you” to Gerry and his team for inviting me to be a guest.

Gerry asked me why I am not focused on retirement, why after over three decades in the business did I choose to launch a new company.  The answer was quite simple – I knew there was a better and different way to provide accounting services.   Please view the entire video and my interview with Gerry Dick.

Sponsel CPA Group, located in downtown Indianapolis, is one of the region’s most experienced full service accounting firms. Providing much more than traditional accounting services, Sponsel CPA Group specializes in Entrepreneurial Services, Auditing and Assurance, Valuation and Litigation, Mergers and Acquisitions, Tax Services, Financial Planning/Wealth Management , Employee Benefit Plan Administration and Technology Services.

Tags: , , , ,
Posted in Auditing & Assurance, Employee Benefit Plan Administration, Entrepreneurial Services, Financial Planning & Wealth Management, Mergers & Acquisitions, Tax Services, Technology Services, Tom Sponsel, Valuation & Litigation | No Comments »

Inside Indiana Business Reports on the Importance of a Solid Tax Strategy

Monday, December 21st, 2009

Without a doubt 2009 has been a tumultuous financial year, but you still have time to end it on a high note. With a strategic approach and professional accounting guidance, you can discover tax exemptions, credits, stimulus incentives and deductions for which you qualify. Likewise, learn which 2009 opportunities will be disappearing in 2010. Start your new year with a solid tax strategy and plan that will carry you through the unchartered waters of 2010.

To read the entire article, click here.

Tags: , , , , , , , , , ,
Posted in Financial Planning & Wealth Management, News, Nick Hopkins, Tax Services | No Comments »

Tax Preparation Strategy: Maximize 2009 Tax Filing Opportunities

Friday, December 4th, 2009

The upcoming tax season is fast approaching and we anticipate it being a particularly busy one … and even a bit confusing for some clients.

New tax exemptions, credits, stimulus incentives and deductions abound; simultaneously, there are a number of opportunities will disappear with 2010. Now is the time to meet with your tax planner, wealth manager or financial advisor about these new tax law changes.

Talk with your investment or wealth management expert regarding these changes and new opportunities. By initiating your tax strategy, planning and preparation now, you can strategically approach your financial planning and wealth management with diligence and foresight.

Watch for the complete article in an upcoming issue of Perspectives, published by Inside Indiana Business.  I’ll be sure to post it here too so check back soon.

Tags: , , , , , , , , , , , ,
Posted in Financial Planning & Wealth Management, Nick Hopkins, Tax Services | No Comments »

Best in Client Satisfaction for Indianapolis Wealth Manager

Tuesday, December 1st, 2009

Tom Sponsel’s strategic focus on both client and employee value and satisfaction was recognized recently when he was named one of the “2009 Five Star Wealth Managers: Best in Client Satisfaction” by Indianapolis Monthly Magazine.

The award places Tom among an elite group of Indianapolis accountants and CPAs. The Five Star award is based on independently verified, customer satisfaction. Indianapolis wealth managers are rated by customers and financial professionals based on service, integrity, knowledge, communications, value, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction. In Indianapolis, only the top 7 percent of professionals earn this award.

For a complete version of this article, click here.

Tags: , , , , ,
Posted in Financial Planning & Wealth Management, News, Tom Sponsel | Comments Off