Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company‚Ķ) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate & Trust Planning

The most involved and valuable aspects of our services involve working with the executor, fiduciary and family on the preparation of the Estate, Trust and Gift Generation Skipping Transfer Tax Returns. This includes tax planning regarding asset valuations; making various tax elections to maximize the efficient use of all exceptions available; planning for the exercising of certain fiduciary responsibilities, including preparation of fiduciary accountings; planning to minimize eventual estate and generation skipping tax at the death of any surviving spouse; and income tax planning involving the funding of estate shares and trusts.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Personal/Business Management Services

Many individuals, so successful in their business endeavors, do not have the time to focus on their financial well-being. We can quarterback the process between the insurance broker, investment advisor, the lawyers, and sometimes even the contractors and handymen. We can form and administer private foundations and help set up trusts and gift planning. We call this one-stop financial shopping.

Family Brochure

 

Estate & Trust Consulting

Working with the executor, fiduciary and family on the preparation of the Estate, Trust and Gift Generation Skipping Transfer Tax Returns, including tax planning regarding asset valuations, making various tax elections to maximize the efficient use of all exeptions available, planning for the exercising of certain fiduciary responsibilities, including preparation of fiduciary accountings, planning to minimize eventual estate and generation skipping tax at the death of any surviving spouse, and income tax planning involving the funding of estate shares and trusts, is typically the most involved and often the most valuable aspect of our work. We also work with the family’s attorney to ensure that the decedent’s final wishes are complied with.