Broker Check



Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

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.

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow