ABOUT THE AUTHOR: Stephen S. Meredith CPA owns and operates a private accounting firm which focuses on creating and implementing wealth building strategies for business owners, investors, and real estate professionals. Early in his career Steve began researching strategic ways to assist his clients in making the most of their investments while benefiting from the tax advantages they offered. This complex field has presented a changing landscape over the years and Steve offers up-to-the-minute tax and strategic planning advice to those who are serious about improving their financial status.
Steve, a licensed pilot who travels the east coast extensively, is also a real estate investor and speaks regularly on investment and operation of real estate. Steve has degrees in both Accounting and Information Systems. He has implemented bookkeeping systems for hundreds of clients, and customized spreadsheets for situations when creative and flexible analysis was required. Strategic Planning, Business Structuring and Investment Analysis are Steve’s strengths. Using mathematical models and his knowledge of the tax code enables Steve’s clients to make better long-term decisions, thereby helping them keep their net worth growing.
Reproduced with permission of IITM International Institute of Trading Mastery (www.iitm.com)