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INLAND VALLEY ACCOUNTING

11722 KNOLL VISTA STREET
MORENO VALLEY, CA 92555

Phone:

951 242-4827 or 866 242-4827

Fax:

951 924-4827

E-mail:

Kimberly Brosamer, MBA
Owner -IVA

TAX AND FINANCIAL SERVICES

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal tax and financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Shows how transfer-on-death designations help avoid probate costs.

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Outlines steps toward handling financial setbacks and emerging stronger.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Explains expanded uses making 529 plans more flexible.

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How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much will it cost to pay off a loan over its lifetime?

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