From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
We will evaluate your current strategies, answer any questions you have, and help you adjust your plan as needed.
Connecting Taxation and Financial Services.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Denise M. Knight & Associates LLC, our mission is to combine the two into one, using our specialized knowledge to help our clients achieve their individual financial goals. We work with a wide range of clients, whether they are business owners, families, or individuals at all stages of their career or approaching retirement.
As an independently managed firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by striving to make clients feel welcome and part of the family.Contact Us
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."
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do your insurance needs stay the same when the nest empties?
Bonds may outperform stocks one year only to have stocks rebound the next.
To choose a plan, it’s important to ask yourself four key questions.
Five phases to changing unhealthy behaviors.
Here's a breakdown of how the federal government spends your tax money.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
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.
Here’s a crash course on saving for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Estate conservation is too important to put off. Do you have a smart exit strategy?