Other Services

At Brokstein and Rosen, CPAs, LLP, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.

Mortgage Services

The housing crisis has left many prospective homebuyers and homeowners confused and worried, unsure of their options. At Brokstein and Rosen, CPAs, LLP, our experienced professionals can provide the clear-sighted guidance you need when navigating the home financing market. We’ll help you to determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we can discuss options such as using a reverse mortgage as a source of income.

Educational Funding

More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many sources of financial aid have disappeared, leaving many young people staggering under the weight of student loan debt. As a result, planning for your family’s educational needs is more important than ever before. At Brokstein and Rosen, CPAs, LLP, our financial expertise can help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans, or Coverdell accounts, and to take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At Brokstein and Rosen, CPAs, LLP, our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - Brokstein and Rosen, CPAs, LLP can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.

Estate Planning Services

You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Brokstein and Rosen, CPAs, LLP has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.