An Independent Advisor
As an independent advisor, we do not sell financial products or accept fees or commissions for products or providers that we recommend. But as professional advisors, we will take the time to consider your individual needs and goals...helping you to plan intelligently for your future. Our objectivity and ethics will guide you to make smart decisions regarding the protection and increase of your assets.
Some of our services include:
- Income tax return preparation
- Tax planning
- Wealth transfer and estate planning
- Multi-generational planning
- Family limited partnerships
- Trusts
- Charitable planning
- Charitable lead trusts
- Charitable remainder trusts
- Private foundations
- Business and succession planning
For a clear prospective on your future, contact Dennis Thomas (dennist@jnmcpa.com) today!
Learn More About Our Partners »
Overview
Services
NEWS
LOUISVILLE LEADER: Jon Meyer has been appointed by Governor Beshear to serve on the Board of Louisville Waterfront Development Corporation.
CERTIFICATION: Ken Lear has attained certification in the following areas of expertise: Certified Fraud Examiner (CFE), Certified Forensic Accountant (CrFA) and Certified in Financial Forensics (CFF). Ken now has the credentials to perform certified fraud examinations and forensic accounting.
LOUISVILLE LEADER: Jon Meyer has been appointed to the Board of Directors of the Louisville Regional Airport Authority by Mayor Fischer. This is a great honor for Jon, and he is sure to fill the seat in a meaningful way.
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