Welcome to Allen A. Weiner, CPA, CFP®, PFS
Allen A. Weiner, CPA, CFP®*, PFS is a comprehensive financial services firm committed to helping our clients pursue a long-term financial future. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. Since Allen has a CPA, CFP®*, and PFS designation, he has the unique ability to service clients from an accounting, tax, and financial planning point of view.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (504) 838-7272 or (800) 510-1026. We look forward to hearing from you.
* Investment and financial planning services are offered by Allen A. Weiner through his affiliation with HD Vest.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Do you have an estate strategy? You should.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When you’re married and have children, insurance needs will be different.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?