The mission of HJN Advisors is to consistently deliver value to our clients by providing exceptional service in business and personal financial guidance. We accomplish this by offering you access to some of the best minds in investment strategy, estate planning and multi-generational wealth strategies, tax strategy and preparation, family office services, financial planning, risk management and philanthropic planning and management. The advisors of HJN are committed to working diligently to serve your needs by offering you a truly comprehensive financial services package. We will provide you with the tools necessary to help clarify your financial and life goals, and we will develop and implement strategies based on your personal situation to help ensure your success.
During his career, Randy provided accounting and tax consulting services to many area businesses, executives, and high-net worth individuals. His tax planning practice included corporations, partnerships, tax exempt organizations, individuals, estates, and trusts. In addition to being a CPA he was a ChFC (Charted Financial Consultant).
Tax Services
Tax planning is an essential element of the tax preparation process. Whether you are an individual, owner of an existing company or starting a new business, taxation is a major factor in the decision making process. Minimizing taxes while maximizing wealth requires sound planning and timely, insightful counsel. By staying abreast of the ever-changing world of taxation, we at HJA can offer our clients sound, money-saving advice.
Form 1065
Income Tax
The federal income tax return filing due date has automatically been extended from April 15, 2020, to July 15, 2020. Taxpayers do not need to file an extension to qualify; however, an extension will need to be filed if you require additional time beyond July 15th.
Matt graduated from Iowa State University in 1989 with a bachelor’s degree in accounting and earned his Doctor of Jurisprudence degree from Drake Law School in 1993. He has been working in public accounting for over 25 years in all areas of taxation and financial planning. Matt left the firm of KPMG to launch Hamilton Juffer + Associates in 2006. He has worked with corporate executives, high-net worth individuals, partnerships, corporations, and trusts. His experience in all of these areas allows him to be a valued advisor to his clients.
Retirement Planning
It is never too early to plan for retirement, yet many procrastinate. At Hamilton Juffer, we unravel some of the mystery and simplify the process for our clients. The first half or more of our adult lives is dedicated to the accumulation of assets, which is the best time to prepare for the next phase — retirement and hopefully financial freedom. During the accumulation phase, we work with our clients to determine how much they will need for retirement and develop strategies for achieving these objectives. Planning like life, however, does not stop upon reaching retirement. Many people find their retirement or semi-retirement can last decades—as long as or longer than their working careers. It is extremely important to develop plans that ensure you do not outlive your retirement funds and resources.