Effective estate, trust and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and loved ones, and can reduce or eliminate the tax due on the transfer of your business and/or other assets. We understand providing for personal wealth accumulation continuity as an essential part of your financial success. Our job is to guide you through the complex process of getting your financial affairs in order.
What is your vision for retirement, and more importantly, how are you going to get there? Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and well into retirement. Let our professionals help design the path to get you where you want to be.
Tax Planning, Preparation and Related Services
In an increasingly complex and ever changing tax environment, planning can minimize the impact of taxes on your personal finances. Our mandate is clear: to understand your personal financial objectives and develop tax strategies consistent with those objectives in order to minimize your tax liability. With tax matters, we take an extremely thorough approach. We look at any and every element that can have an impact on your total tax picture.
We can also be your personal representative in Internal Revenue Service audits or other governmental tax agency matters. Our experienced staff understands the ins-and-outs of working with the IRS to protect your interests and settle any issue.