Chris Revak

Chris Revak (CPA/PFS) is a husband, father, brother (of 5 boys!), traveler, volunteer, and of course, an experienced and well-qualified Certified Public Accountant and Fee Only financial planner. He has over 20 years of experience and considers himself quite different from your average CPA and financial advisor. After working with a large regional CPA firm, he knew he needed to do something different. Chris was seeing clients – couples, families, business owners, divorced women, and widows who needed someone who was committed to being their financial lifeguard and looking out for them. So Chris established his own firm where he could help clients in clarifying their goals and demystifying the often complicated and impersonal world of finance. He understands that his clients deserve a life that is free of the anxiety or uncertainty that surrounds their finances by knowing they have someone looking out for them. When Chris is not working with clients, he spend time boating, hiking, or traveling with his family.

Say What – A New Tax on you in 2013?


January 14, 2014
avatar

Yup – there is a new tax in town for 2013 and it can add up quick.  You can get hit in two ways:  (1) additional Medicare payroll tax and/or (2) new Medicare contribution tax on unearned income.  Let’s take a look at the taxes individually.

Who Cares If Stretch IRAs Are Eliminated?


August 29, 2013
avatar

Only wealthy people benefit from the “loophole” anyways. Retirement plans were never intended to be an estate planning tool. It won’t impact me. I don’t care. These are some of the comments in the press right now regarding proposed legislation to end the ability of heirs to take inherited IRAs out over their life expectancies […]

Now That The Fiscal Cliff Was Avoided – How Does It Impact You?


January 10, 2013
avatar

The American Taxpayer Relief Act of 2012 does the following: Tax Rates – For most individuals it extends the lower federal income tax rates that have existed for the last ten years.  However, if you make more than $400,000 (or $450,000 for joint filers), your top rate will increase to 39.6%. Capital Gain Rates – Again for […]