All of our wealth management advice is rooted in effective tax planning. We work with every one of our clients - individuals, closely held businesses, S-corporations, limited liability companies, and all types of partnerships and trusts - to develop a strategic approach to minimize tax liability.
Specialists in complex multistate returns, we provide accurate, efficient, timely service using in-house CPAs and tax planners. In sync with the most current and relevant changes in today's ever-evolving tax laws, our team can help you leverage the nuances of income-shifting strategies, gifting techniques, income and deduction timing, and the use of pass-through entities and other advanced tax strategies to help preserve your assets today and for future generations.
Our services include:
- Audit representation
- Tax minimization strategies
- Tax planning & return preparation
- Deferred compensation techniques
- Cash-flow analysis
- Net-worth statements
Additional business services include:
- Fixed asset tracking & reconciliation
- Succession Planning