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Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING*

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning
Elder Care Planning
Estate Planning

SEE HOW WE CAN HELP

  • Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM.
  • Casement Group, LLC. is not a registered broker/dealer or registered investment advisory firm.

Casement Group, LLC on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...
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Why Disability Insurance Matters – James P. Casement’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Lakewood Ranch taxpayers like you can take now to help...
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How Lakewood Ranch Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Lakewood Ranch tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Casement Group, LLC, and not just because of tax...
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House Hacking Guide for Lakewood Ranch Homeowners

There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...
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Why Lakewood Ranch Taxpayers Should Check Their IRS Account Transcripts

Recently, thousands of Americans have been receiving a variety of scary letters from the IRS that they most definitely were not expecting. These have included bills for taxes they thought were already paid, threatening collections notices, and (sometimes threatening)...
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NFT Tax Implications for Lakewood Ranch Investors

While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball. According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1...
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James P. Casement’s List of IRS Audit Triggers To Watch Out For

When the tax deadline looms (this year’s is little more than a month out), a lot of Lakewood Ranch people start rushing to slap things together before the deadline expires. But in all the rushing, it’s easy to get on thin ice… and fast.So, let’s talk about what can...
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2021 Tax Credits Lakewood Ranch Taxpayers Can Bank On

Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming captured military equipment hasn’t been one of them. Recently the Ukrainian government assured its people they wouldn’t be held liable for taxation on any Russian...
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Tax Identity Theft Protection Tips for Lakewood Ranch Taxpayers

Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble for some steady ground. Just consider the war in Ukraine. We’ve all been surprised by how quickly things have escalated in the last two weeks and by the devastation...
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James P. Casement’s Three Simple Steps to IRS Audit Preparation

Congratulations, you’ve won the lottery!The IRS audit lottery, that is.If you’re being audited by the IRS, you’re in a very select group. Since the IRS audits less than one-quarter of one percent of all income tax returns – that’s less than 1 out of 400 – it’s a very...
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