Client Letters & Resources 
Webinars
  • 2010 Tax Planning and Roth IRA Conversions!
    Based on client feedback telling us that tax planning is their #1 concern at the moment, we had originallyput together this program in conjunction with Cal Klausner of Klausner Bendler+Associates (a CPA firm).  Unfortunately, Cal will not be able to join me this time, but I will address the key changes and issues for 2010, and wrap up with a discussion about the new Roth IRA conversion opportunity.  Please keep in mind that everyone's tax situation is different, so this discussion will be an overview to help you understand the key issues that you may want to address with us and your tax advisor
 
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Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States.  Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your  tax, legal, insurance and real estate advisors.
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