Burdette Smith & Bish

Financial Planning Consultants, Financial Planners, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

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Regular Hours

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

Places Near Fairfax with Financial Planning Consultants

Oakton (4 miles)
Fairfax Station (6 miles)
Centreville (8 miles)
Vienna (8 miles)
Chantilly (9 miles)
Burke (9 miles)
Reston (13 miles)
Annandale (13 miles)
Herndon (13 miles)
Falls Church (15 miles)

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General Info

Burdette Smith & Bish LLC is a regional accounting firm based in Fairfax, Virginia. Our team of CPAs specializes in accounting and tax engagements for businesses and individuals. While most of our clients are based in the Washington, DC metropolitan area, many have business interests throughout the world. This purpose of this page is to provide timely information about relevant tax and financial news, and to add a human touch to our connections outside of our firm.

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TollFree: (888) 591-5200

Phone: (703) 222-5899

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check, debit

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Burdette Smith & Bish LLC

Categories

Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Investments, Stock & Bond Brokers

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Phone: (703) 591-5200

Address: 4035 Ridge Top Rd Ste 550, Fairfax, VA 22030

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Burdette Smith & Bish

Tax Planning
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Estate Taxes
Tax Services
Income Tax
Taxable municipal bonds are an entirely separate market within the municipal sector where interest income is included in federal income tax calculations. However, these issues still offer a state â€“ and often local â€“ tax exemption to investors residing within the state of issuance.
Capital Gains Taxes
Munis are attractive to investors in high tax brackets because, in most cases, the interest income is excluded from federal income tax calculations. If investors own municipal bonds issued within their states of residence, interest income may also be excluded from state and local taxes. A limited number of municipal issues are considered an item of tax preference for calculating the federal alternative minimum tax (AMT) imposed on individuals and corporations. Additionally, the bonds may be subject to capital gains taxes if sold or redeemed for profit.

Investment Management
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Mutual Funds
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Bonds
Wealth Management
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Accounting Services
Payroll Services

Financial Planning
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Retirement Planning
For many Americans, there comes a time when supplementing earnings with income from a reliable source can assure that life’s financial needs are being met. In this case, investors look to U.S. Treasury securities, which provide dependable, steady cash flow and preserve invested principal, if held to maturity. In general, bonds serve as a solid foundation upon which a successful investment portfolio may be built. The embedded “safety” of government bonds, certainty of income stream and a variety of maturities may help investors meet current and future financial needs, including, but not limited to, education funding and retirement planning.
Long Term Care
Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that might include travel to once-in-a-lifetime destinations. As we live longer, we also must consider the increasing costs of healthcare and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. Your Raymond James advisor has the expertise and resources to help you plan for all of the things you want to do.
Asset Management
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College Funding
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