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Michigan 529 Plans

  As you all know last year's Tax Cuts and Jobs Act (TCJA) included an expansion of tax-advantaged college savings program to...
Written by
Andrew Bass

Estate of Cahill v. Commissioner

  An estate planning strategy that was used in the past to reduce an elderly person’s estate was having the older generation buy...
Written by
Andrew Bass

Ending 2018 Thoughtfully-Starting Next Year Smartly

  As we enter the final stretches of 2018, in what is turning out to be a very volatile year, it is more important than ever to...
Written by
Andrew Bass

Payday Trifecta

Are you about to experience the payday you have always dreamed about? Are you going to be lucky and have a large capital gain...
Written by
Andrew Bass

Year End Tax Withholding

We are now in the last quarter of an evolutionary year where we are all dealing with the impact of tax law changes brought about...
Written by
Andrew Bass

Kiddie Tax

A planning reminder should be to discuss taxes with all clients who have significant UTMA or UGMA accounts for minor children....
Written by
Andrew Bass

For Business Owners, It's a Seller's Market

Smart Insights from Professional Advisers at Kiplinger. There may be no better time than now to put your business on the market....
Written by
Andrew Bass

Tax Reform presentation by Telemus & Hertz Schram PC

Written by
Andrew Bass

2017 Tax Cuts and Jobs Act

Earlier this week, we sent out the Joint Committee’s Overview of the 2017 Tax Cuts and Jobs Act, which highlighted all the...
Written by
Andrew Bass

Tax Reform 2017

The release yesterday of a “Framework for Tax Reform” formally starts the political process of enacting long overdue tax reform...
Written by
Andrew Bass

Andrew Bass

Andrew Bass
Andrew has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus. Prior to joining the team, Andrew was a real estate developer, worked at BDO Seidman, and was a Partner at Arthur Andersen where he was responsible for managing the tax and financial affairs of both personal and the related business interests of its entrepreneurial client base. When he is not spending his days working with Telemus members, Andrew enjoys being the family repairman and real estate consultant for his household as well as for his children and grandchildren.
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Tools & Resources

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Annual Report

Free Special Report

The 2017 Michigan Business Owners’ Exit Strategy Survey

Succession Planning Insights & Trends among Michigan Business Owners

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

A Cash Balance Plan can help get you on the fast-track to a comfortable retirement

Learn More