BUSINESS SERVICES

Your business has unique and complex needs. The Schweppe Group can work with you to customize solutions to help meet and address the specific needs of your company. In addition, The Schweppe Group can work closely with you, your attorney and your CPA to help you meet the financial goals of your business. We can assist with:

Implementing an employee benefit plan
Business insurance strategies
Succession planning strategies

Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.

CHARITABLE GIVING

Americans generously provide billions of dollars each year to not-for-profit organizations. While individual reasons for giving are diverse, U.S. tax laws provide considerable incentives for charitable giving. Fortunately, today’s donors can take advantage of gifting strategies that can increase the benefits of their gifts both for the charity and for themselves. Determining which charitable strategy best fits your situation can be a challenge. The Schweppe Group can help you determine the best gifting strategy.

*Wells Fargo Advisors is not a tax or legal advisor. Please consult with your tax or legal advisor to review the tax benefits for your personal information.