Latest from the Blog

Inherited Individual Retirement Accounts under SECURE 2.0

12-06-2024  |  Kevin Boudreau

The Internal Revenue Service (IRS) issued final rules earlier in 2024 for the SECURE Act of five years ago related to inherited individual retirement accounts (IRAs).

READ MORE

Putting More Money in Your Pocket

Boudreau Consulting LLC provides a variety of estate, financial and business planning services. The company's mission is to provide solutions that place more money in our client's pockets through sound strategic, financial & tax planning concepts. By accumulating a diverse background of professional talent, Boudreau Consulting provides assistance to individuals, small businesses and corporate clients.

The National Study of Millionaires

The American Dream Is Alive and Available

Ramsey Solutions wanted to determine how millionaires gained their wealth and what factors were necessary for the average person in America to reach millionaire status. It became the largest, most statistically significant research project of its kind ever conducted.

READ THE REPORT

We Remain Open and Able to Serve You

The team at Boudreau Consulting LLC is open for business and remains committed to providing you with reliable, personalized service in today’s evolving business environment. Our firm prides itself on being flexible and responsive to the diverse needs of our clients. We continue to leverage technology to make working with us as convenient and efficient as possible. Whether you prefer to meet in person or minimize travel by handling matters remotely, we offer flexible options to accommodate your preferences while ensuring you receive the same level of attentive, professional service you have come to expect from our firm.

  • Our secured client portal allows us to exchange digital documents (www.boudreauconsulting.com/ select the blue CLIENT PORTAL in the upper right corner of the webpage).  If you need a portal set up, please call (480) 776-3358 or email taxinfo@bcsbs.net.
  • Our use of video conference meetings allows for the benefits of face-to-face, including the sharing of computer screens if that is needed for better explanation
  • Email documents to TAXINFO@BCSBS.NET.  This is firm-wide email that is monitored regularly and is the most efficient manner to process work
  • Text information to (480) 776-3358
  • Phone our office at (480) 776-3358

We want all of our clients safe and healthy.  We look forward to a long-term professional relationship with you.