- About Us
- What We Do
Tax Reform Webinar
Will this really benefit me? It's time to turn confusion into clarity
The Current Tax Plan Vs. Proposed Tax Reform
Does This Really Benefit Me?
As a Business Owner, income taxes are one of your largest liabilities, if not your largest. You know there are strategies available to help reduce that number, but you just don't know what they are, how to implement them, or who to trust to help you. Capital Preservation Services, a national tax consulting firm has been nationally recognized and is vetted by some of the top Dental, Medical, Optometric, and business associations in the country.
T. Walton Dallas, J.D. LL.M. (Taxation)
Bachelor of Professional Accountancy from Mississippi State University, J.D. from the University of Mississippi, School of Law and an LL.M., Masters of Tax, from Southern Methodist University. Walt Dallas has practiced as an attorney for approximately 33 years in the areas of income tax planning, estate tax planning, business succession planning, trust administration, estates, probate, estate planning, corporations, partnerships, limited liability companies, asset protection, tax litigation, and related areas.
J. Todd Mardis, President of Capital Preservation Services
In 2004, Todd formed Capital Preservation Services in Flowood, Mississippi. Capital Preservation Services has since grown into a tax consulting firm with multiple locations in Mississippi, Florida, Wisconsin, Utah, and Alabama with over 10 advisors. The firm places a high degree of focus on income tax planning for clients paying in excess of 60K in Federal Income Taxes. Todd has over 20 years of experience in the financial services industry primarily serving business owners, physicians, and those in the dental profession.
.IRS CIRCULAR 230 Disclosure. We inform you that any U.S. tax advice in this communication (including attachments) is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any penalties that may be imposed by the internal revenue service.
229 High St.
Mineral Point, WI 53565
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, member FINRA & SIPC and with Redhawk Wealth Advisor, Inc. or AE Wealth Management both SEC-registered investment advisors. Bertram Financial Advisor Services, LLC. Affiliated with Redhawk Wealth Advisors or AE Wealth Management.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.