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Do You Have a Tax Expert? Can You Retire? The Power of Tax-Deferred Growth

Welcome to Ivana Liberatore CPA, CFP® & Associates

Successful financial planning* needs to be centered around you and your personal financial needs.

Planning for the future allows you to know where you're headed and feel confident in where you stand in relation to your goals and intentions.

At Ivana Liberatore CPA, CFP® & Associates, our mission is to help you create a plan to pursue your vision of the future using tax and financial planning strategies. As both a tax and financial planning+ firm, we are uniquely qualified to help you with all of your financial needs. 

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. We can provide valuable information and strategies to help you make important decisions during all of the many changes and milestones of life, such as:

  • Planning for retirement
  • Creating an estate plan
  • Financing a college education
  • Planning for special situations
  • Managing family risk
  • Starting a business 

*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.

Do you have a tax expert to help you through the 2017 tax changes?

We will make sure you take every deduction and credit allowable under the law.

Learn more

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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