Business Owners

Are you a "successful" business owner?

Are you interested in keeping more of what you've earned for your family?

Create a plan that maximizes your family's financial outcome.

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Tax Planners

Your Profession is changing... Are you keeping up?

Don't attract "more" clients... Attract "Mega" clients!

Change doesn't happen by accident.

Change doesn't happen alone.

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MALONE INTEGRATION GROUP

Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

Newsletters

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators