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The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years. 
Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?