Derham & Logan, EA’s offers a wide range of services including tax preparation & representation, small business services and wealth management. We maintain high standards and strive to continually meet the challenges facing our clients. Our broad knowledge and years of experience enable us to assist you with all of your tax, financial and business needs. Our one stop shop ensures the growth and stability of our clients through tax savings, compliance and wealth accumulation.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It's important to understand the pros and cons when considering a prepaid debit card.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.