Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

4 min read

Estate Planning 101: What State and Federal Tax Laws Apply?

Picture of Stephen Ahern Stephen Ahern: Jan 18, 2023

Estate planning isn’t something any of us can afford to put off. The future is entirely unpredictable. If something happened to you today, would your family have the resources to take care of themselves? Would all your assets pass to your loved ones...

Financial Planning
Read More

3 min read

Family Asset Management Fails Without Proper Estate Planning

Picture of Stephen Ahern Stephen Ahern: Aug 26, 2022

Good family asset management requires balancing your family’s short-term and long-term financial...

Estate Planning
Read More

3 min read

Having a Family Has an Impact on Your Estate Plan—Here’s How

Picture of Stephen Ahern Stephen Ahern: May 05, 2022

Creating estate plans is partially about making sure your own wishes are followed at the end of...

Estate Planning
Read More

3 min read

Tax Planning for Retirement: Topics for Your Next Tax Meeting

Picture of Stephen Ahern Stephen Ahern: Feb 05, 2022

As we move into tax season and everyone starts scheduling their annual sit-down with their...

Accounting and Tax
Read More
Prev 1 2

Receive these articles by email. Join our newsletter list.