Planning Guides

At Stockman Kast Ryan and Company, we know that planning ahead is essential to good financial management. Whether you find yourself balancing caring for aging parents and funding your children’s educations, or you need to develop some strategic plans for your business, we have helpful guides below with your needs in mind.

As always, call us at (719) 630-1186 to set up a time to meet with one of our accountants for more in-depth assistance.

Download our helpful guides by clicking on the title or guide:

2011-2012 WebTax Guide

We believe tax preparation begins long before we start working on the actual tax return. Our Tax Planning Guide will help you consider what to change today for better tax positioning tomorrow.

Developing a Money-Smart Retirement Plan

Being able to retire when and how you want is probably one of your most important financial objectives. Many factors shape your ability to retire on your own terms, and the landscape is constantly in flux because of tax law changes, the economy and possibly your personal situation. To ensure you’ll have the necessary financial resources, you need to develop a plan.

Business Valuation Strategies

Why do you need to know the value of your business, estate or assets? It might be to negotiate a sale, secure credit, settle a legal dispute or determine your tax liability. Or, as you’ll see below, it might be for one of many other reasons — some of which you may not have even considered.