David D. Bilger Cpa's, Pa(Quakertown)

Welcome

Thank you for visiting our website.

We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

We believe you are the most important person in our office.  You deserve to have timely and competent attention paid to your affairs.  Our services are intended to complement your own area of expertise, and help you to expand the potential of this expertise.  In our office, your business and financial concerns are given individual attention.  You will find us to be a partner who can offer sound business advice and help cut through the red tape in the business and financial world.

On this website, you will find information about our firm, including our list of services.  We have also provided you with online resources to assist in the tax process and financial decision-making.  These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.

We welcome any questions or comments you may have.  Feel free to contact us at any time.

David D. Bilger CPA

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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