Expertise

Capital Needs Planning: Each person has a unique combination of goals and resources used to achieve them. Often the most expensive goal to fund is the daily living expenses during retirement after the paychecks stop. We run several projections and can make recommendations on how lifestyles and portfolios should be restructured in preparation to reach long-term goals.

Strategic Tax Planning: One of the biggest challenges to successful tax planning is the continuously changing tax code. But within the tax code is opportunity to legally limit your tax liability. That’s why we continually research and evaluate the 16,000-plus pages of IRS regulation to ensure our strategies will stand the test of an audit.

We evaluate your personal and/or business tax situation, conduct modeling to analyze the implications of various tax scenarios and recommend an effective tax strategy. We then prepare all Federal and state tax returns for individuals, corporations, partnerships, LLCs and trusts. In addition to personal and business tax strategies, we provide tax consulting on charitable giving; executive compensation, benefits and business succession plans; and IRA beneficiary and distribution planning.

Perhaps most importantly, our tax experts don’t simply focus on your current tax bill. Our long-term tax strategies help ensure you are able to grow, preserve and transfer your family’s wealth in the most tax-efficient manner.

Asset Protection: One of the most important services we provide within your overall wealth plan is helping you protect your personal assets through careful application of insurance. We provide extensive reviews of your current coverage and make recommendations on how to modify and improve your plans to best meet your needs. We do not sell insurance products, rather we help you identify and secure the right policies through best-in-class independent providers.

Estate Planning: Establishing a clear and effective estate plan is crucial for the preservation of your wealth across generations. To do this, we can help put together a team of professionals (lawyers, accountants and other trust specialists) for you or work directly with you and your personal representatives. Either way, we’ll help you develop a comprehensive estate plan to create a lasting legacy that reflects your goals and values, preserves your wealth and minimizes taxes.

Small Business Consulting: Small business owners face myriad issues on the way to making their companies successful. We can help by consulting on topics such as business structure (C-Corp, S-Corp, LLC, etc.), retirement plan implementation and business valuation. We will assist in designing and implementing a succession plan to help ensure the smooth transition of company ownership to future generations. Most importantly, we provide strategic tax planning around all of these issues to help minimize and all tax liability.

Real Estate: Real estate can play an important role in an overall investment strategy. We advise our clients on a variety of real estate-related issues including strategic planning, portfolio management and make buy/sell recommendations. In short, we have the knowledge and experience to help you construct a new real estate portfolio, get the most out of your existing portfolio, or liquidate a portfolio while limiting any related tax liability.