Welcome to Ivana Liberatore CPA, CFP® & Associates
Our mission is to help you create a plan to pursue your vision of the future using tax and wealth management strategies.
We have been serving individuals, families, and businesses locally and around the United States for over 30 years.
We provide valuable information and strategies to help make important financial decisions such as planning for retirement, buying a home, financing a college education, or investing for the future.
We will work with you, step by step, towards the destination of your goals through the creation of a financial plan+ with a tax efficient strategy personalized for you.
Ivana Liberatore CPA, CFP® & Associates provides the following services: Tax Planning and Preparation, Wealth Management. Retirement Planning*, Investment Management*, Education Planning*, Estate Planning, Cash Flow and Debt Management, Family Risk Planning, Business Planning, Special Situation Planning, and Insurance Services.
*These services are offered by both Ivana and Laura Liberatore through their affiliation with HD Vest Investment ServicesSM + This service provided by Ivana Liberatore through her affiliation with HD Vest Advisory ServicesSM.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Being healthy not only makes you feel good, it may also help you financially.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold, and its history, may help you answer that question.
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.