Lueninka caters both to small and mid-sized businesses, as well as individuals in the need of estate tax and asset liability management planning. By offering this combination of services we are able to properly advise our clients from a "Big Picture" financial perspective. We realize that these services can seem mutually exclusive, however, more often than not, they provide for a comprehensive strategy that benefits both individual and business clients.

Together, Estate Tax, Wealth Preservation and Asset Liability Management seek to minimize tax liability and protect assets, whether they be business or personal. Many business owners are unaware of their continued, if not increased, personal liability resulting from their business activities. Just because someone incorporates their business, it does not mean that they are now immune from all future customer, vendor or personal claims. The truth is that many people forget that they are the managing member or owner of their company, and as such are directly responsible for any and all bad acts of the company.

There is also the Uniform Fraudulent Transfer Act, which prevents people from making last minute transfers to guard their personal assets from the onslaught of oncoming creditors. Basically, if you are caught in the middle of a rainstorm, it is a little too late to run inside, grab an umbrella, and then return outside in the hopes of not getting wet. Unfortunately, by the time most people think about establishing an asset liability plan it is too late. Ideally, these plans will be set up a few years before they are needed or immediately after one hits the bottom and is ready to get back on their feet.

When implementing a comprehensive strategy we find that business owners can benefit greatly from certain wealth preservation and tax minimization techniques that are often associated with advanced estate planning and asset protection. On the other hand, an individual initially interested in estate planning or asset liability management will find the business services provided by an accounting firm imperative to implementing those same techniques.

In an effort to holistically service our clients we offer the above services, in addition to a full array of financial and insurance services through HD Vest (a non-bank subsidiary of Wells Fargo & Company).

Lueninka Incorporated would like to thank you for taking the time to visit our website. We invite you to take this opportunity and explore all of the services that our firm provides.

Why use a CPA?
CPA as Estate Planner
CPA as Advisor to Small Businesses
CPA as Personal Financial Planner
CPA as Tax Advisor