Camden Wealth Advisors

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(832) 830-8040Call Visit WebsiteVisit Website Map & DirectionsDirections1330 Post Oak Blvd Ste 1200Houston, TX 77056 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Camden Wealth Advisors

Tax Planning
Michael Geeraerts, CPA, JD, CGMA®, CLU® is an advanced planning consultant at The Guardian Life Insurance Company of America. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle market companies, auditing mutual funds’ financial statements, to researching unique tax savings strategies for various companies. Michael has written articles for numerous national publications and has delivered continuing education courses to CPAs and attorneys on a variety of estate, business and income tax planning strategies.

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Extra Phones

Phone: (713) 341-5310

Payment method

amex, cash, discover, master card, visa

Location

1330 Post Oak Boulevard Tower

Neighborhoods

Four Oaks Place, Westside, Great Uptown

AKA

Global Wealth Advisors

Other Links

https://www.gwadvisors.net

http://camdenwealthadvisors.com

https://camdenwealthadvisors.com/our-firm.html

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (832) 830-8040

Address: 1330 Post Oak Blvd Ste 1200, Houston, TX 77056

Website: https://www.gwadvisors.net

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Camden Wealth Advisors

Tax Planning
Michael Geeraerts, CPA, JD, CGMA®, CLU® is an advanced planning consultant at The Guardian Life Insurance Company of America. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle market companies, auditing mutual funds’ financial statements, to researching unique tax savings strategies for various companies. Michael has written articles for numerous national publications and has delivered continuing education courses to CPAs and attorneys on a variety of estate, business and income tax planning strategies.
Charitable Giving
On March 27, the President signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help combat the far-reaching impacts of COVID-19. The bill provides increased tax incentives for charitable giving for both individuals and corporations, signifying an intent to stimulate philanthropy throughout America.
Estate Taxes
Tax Services
Tax Deductions
The CARES Act allows for an above-the-line deduction up to $300 for cash contributions to certain charities for those who do not itemize deductions. Also, the Act increases the limitations on deductions for “qualified contributions” by individuals who itemize by suspending the 50% of AGI limitation, meaning up to 100% of AGI may be claimed as a charitable itemized income tax deduction. A “qualified contribution” is a contribution paid in cash during calendar year 2020 to an organization described in section 170(b)(1)(A) and the taxpayer has elected the application of this section with respect to such contribution. A “qualified contribution” does not include a contribution to an organization described in section 509(a)(3) or to a donor advised fund.
Income Tax
For the vast majority of Americans, no action on their part will be required in order to receive a rebate check as the IRS will use a taxpayer’s 2019 tax return if filed, or in the alternative their 2018 return. This includes many low-income individuals who file a tax return in order to take advantage of the refundable Earned Income Tax Credit and Child Tax Credit.

Investment Management
INVESTMENTS & WEALTH INSTITUTE is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. © 2017 Investments & Wealth Institute.
Mutual Funds
Investors were most interested in investing in public companies with good environmental or social practices, either by investing directly (58%) or through exchange-traded funds or mutual funds (56%). However, they also indicated a strong interest in investing in small businesses or start-ups with strong social or environmental practices (48%), venture capital or private funds focused on this category (45%) and in making loans to charitable organizations (42%).
Bonds
Wealth Management
Complementing our goals-based planning and wealth advisory, we offer a full suite of family office services not usually offered by traditional wealth management firms

Accounting Services

Financial Planning
We seek to help our clients achieve and maintain their financial and life goals through a holistic, all encompassing goals-based financial planning process. We traditionally start the relationship with our clients by building a comprehensive goals-based financial plan. The planning process enables us to develop a deeper sense of our client’s lifetime goals. Recognizing that every client’s situation is unique, we customize each plan to meet specific circumstances, while addressing the full financial issues clients and beneficiaries are likely to face.
Retirement Planning
Robert S. Keeble r, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of first impression. Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - Family Tax Planning Forum, Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning.
Annuities
A holistic view of all your assets and liabilities. We aggregate account data from thousands of institutions that includes investments, banking retirement, insurance, 529s, 401(k), 403(b), annuities, real estate, hedge funds, private equity as well as mortgages, loans, bills, and other liabilities.
Long Term Care
Asset Management
During normal times, rebalancing a portfolio is a relatively mundane exercise, an activity that can be performed succinctly and often mechanically. But when markets gyrate, as they have recently, an investor’s approach to rebalancing becomes much more complex. And unlike many other aspects of investing, rebalancing is somewhat of a dark art with few universally accepted rules. Ultimately, rebalancing is the feedback loop between your actual portfolio and the carefully crafted asset-allocation ranges you devised in calmer times.
Living Trusts
A living trust, also known as an inter vivos trust, is one created during the trustor’s lifetime. A testamentary trust is created in the trustor’s last will and testament.
Charitable Remainder Trusts
Jim Magner is an advanced planning attorney at The Guardian Life Insurance Company of America.i Jim previously worked as an Attorney Advisor in the IRS’s Office of Chief Counsel in Washington, DC where he wrote private and public rulings on estate, gift, GST and charitable remainder trust issues.
Charitable Lead Trusts
College Funding
Asset Protection
Alvaro specializes in providing sophisticated and integrated family wealth advisory services. His expertise encompasses investments, tax strategies and planning, risk management and asset protection, retirement, charitable giving, estate planning and wealth transfer and family dynamics.

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