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Walton C. Bryde & Associates, P.C.
Certified Public Accountants

Planning Tools

We provide a library of articles and decision tools to assist in your estate planning, investment planning, and tax planning.  As always, articles are not a substitute for advice and information provided by a qualified professional.

Updated April 28, 2009.

 
Estate Planning
  Articles
    Beneficiary designations
    Charitable giving
    Estate planning basics
  Decision Tools
    Estate planning basics
 
Investment Planning
  Articles
    Choosing investment vehicles
    Investment basics
    Investment goals
  Decision Tools
    Investment planning basics
    Taxes
 
Tax Planning
  Articles
    General tax planning
    Tax credits and deductions
    Taxes and insurance
  Decision Tools
    Tax credits and deductions
  FAQs
    General tax planning