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Why Nisivoccia

CPAs and wealth managers working together to provide tax-optimized investment strategies.

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How We Help You

We find creative solutions that support your goals today and into the future.

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Individual and Families

We help individuals and families achieve their goals, and manage their challenges.

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Business Owners

We offer financial strategies for all business types.

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Preparing for Retirement

We put the client in the driver’s seat when helping them plan for their retirement.

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Investment Planning

We create plans customized for your unique situation.

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Your Goals are Built into the Plan

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Could the Right Firm Culture Elevate You?

Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.

Problems with Probate

Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.

White Elephant Inheritance

White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.

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