Accounting: Santa Rosa CPA publishes retirement guide

Accounting reportSept. 10, 2012

IRS clarifies tax rules for building improvements

North Bay CPAs optimistic on economy

Accounting column: Santa Rosa CPA publishes retirement guide

Montgomery Taylor, owner and founder of Santa Rosa-based Montgomery Taylor, CPA, and the separate investment management company, Montgomery Taylor & Company, LLC, has published a new book highlighting points important for continued income through retirement.

Published by Bookstand Publishing in July, 184-page Before It’s Too Late covers taxes, investments, wealth preservation, risk management and legal documents in a retirement plan approach that embraces the inevitability of planning failures.

[caption id="attachment_61135" align="alignright" width="180"] Montgomery Taylor[/caption]

Mr. Taylor said the book builds on his approach to wealth management, incorporating the accounting and investment side of retirement planning and presenting those combined concepts in an entertaining and conversational style.

Before It’s Too Late is available through and***

© The North Bay Business Journal  |  Terms of Service |  Privacy Policy |  Jobs With Us |  RSS |  Advertising |  Sonoma Media Investments
Switch to our Mobile View