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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Couples may be able to head off many of the problems in a marriage that money can cause.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What kind of auto insurance should you have? Do you know?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?