Kopchick & Company, P.C.
Tax and Accounting
KCO Financial
Wealth Management
Welcome to Kopchick & Company, P.C.
We are a firm providing guidance to individuals and businesses with services varying from tax management and accounting, to business consulting services and individual financial planning. Kopchick & Company, P.C. and KCO Financial Services are dedicated to our clients and assisting them in meeting their goals with high standards of excellence and professionalism.
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Helpful Content
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Glossary of Scam Terms
A helpful glossary of current scams.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?