Ponte Vedra Accountant and Financial Services Professional
Beverly Whitman, CPA, CFP®
I am a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.
Please call me today - I'll be happy to offer you a complimentary initial consultation. Thanks for visiting!
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
An inside look at how marginal income tax brackets work.
Understanding the value of a home warranty.
Marriage changes everything, including your insurance needs.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.