January 14, 2025
The SAGE Tax Advisory and Cain Advisory Group team would like to wish you and your family a healthy and prosperous 2025!
We’re thrilled about the recent merger of CAIN Advisory Group and SAGE Tax Advisory, combining our expertise to bring you enhanced services and an expanded team of professionals dedicated to your financial success. Our newly merged team will provide the following key benefits for you as a tax and financial client:
Integrated Financial Services
The merger brings together tax, legal, accounting, and financial advisory services, streamlining clients’ experiences by managing all their financial needs under one roof. This leads to greater efficiency and convenience for you.
Enhanced Expertise
With the combined expertise of both firms, you will benefit from advanced tax planning strategies, ensuring tax efficiency and optimization across personal and business finances.
Comprehensive Planning
Cain Advisory’s tax services, paired with SAGE’s wealth management expertise, provide a holistic financial approach, helping you align your tax planning with your broader financial goals, including retirement and estate planning.
Personalized Solutions
Clients will continue to receive the personalized, boutique-level service Cain Advisory Group is known for, but with access to more comprehensive wealth management resources.
Focus on Growth and Profitability
For business owners, the combined services will allow for improved business planning, tax preparation, and advisory support, helping businesses reduce tax liabilities and focus on growth and profitability.
You can view the entire Sage Tax Advisory Team here: SAGE Tax Advisory Team. We are also excited to introduce you to Kevin Knieriem and Rachel Palumbo.
Kevin Knieriem is a Certified Public Accountant with over seven years of diverse experience as an auditor and tax professional, serving both private and publicly held businesses. His expertise spans industries such as construction, real estate, manufacturing, and multi-state taxation. Kevin specializes in business strategy and tax planning for high-net-worth individuals, offering tailored solutions to meet their unique financial needs. We are excited to welcome him to our team!
Rachel Palumbo is a 2023 graduate of San Diego State University, where she earned a Bachelor of Arts in Economics with a specialization in Quantitative Analysis. Her academic background provided a strong foundation in economic theory and data analysis, preparing her for a career in finance and tax. Rachel joined our team as an intern in February 2023, where she quickly developed a passion for the tax field. In her current role, Rachel supports both clients and the tax team throughout the entire tax preparation process and is a key asset to our team as she continues to grow in the tax and financial services industry.
This merger ensures that tax clients have access to a more robust and integrated suite of services, enhancing their overall financial health and simplifying the management of their financial affairs.
Thank you for your continued trust in your tax and financial needs!
Kind Regards,
Brian Cain, Esq