Inserra, Mark Agt

Capstan Tax Strategies, located in Jenkintown, PA, specializes in advanced tax solutions such as cost segregation studies, R&D tax credits, and energy-efficient tax incentives tailored for various sectors including real estate, small businesses, and technology firms. Their multi-disciplinary team of engineers, attorneys, and tax professionals is dedicated to delivering personalized and effective tax strategies to maximize client savings throughout the real estate life cycle. Recognizing the complexities of the tax code, Capstan partners with CPAs and tax advisors to enhance client relationships while providing robust support tailored to specific needs. Their commitment to a client-centered approach ensures that they listen carefully to priorities, creating customized plans designed to optimize tax benefits and improve cash flow. Generated from the website

Welcome to Merrill Lynch in Jenkintown, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Welcome to Merrill Lynch in Jenkintown, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.