Tax planning is key to a healthy financial future. Tax implications affect many of your wealth planning decisions. We go beyond your 1040 return to analyze current and projected income as well as your plans to transfer wealth. Our forward-looking approach can help you grow and preserve assets, defer income and reduce taxes. Our tax services include:
We provide a wide range of services to meet your personal and business accounting, tax, financial management and consulting needs. We’ll handle specialized support functions so you can concentrate on what you do best. Our accounting services include:
We can assist throughout the lifetime estate planning process. We can help value your assets, discuss trusts, examine the implications of joint ownership and identify an executor. Each individual situation is unique based on your family, business and legacy. Our discovery process will help you arrive at specific goals to be achieved through proven strategies implemented with well-crafted documents. Our estate planning services include:
What are your financial goals? Through careful consultation, analytical rigor and market experience, we articulate and frame a complete picture of your current financial resources and goals. The tax projections, budgets, financial statements and retirement plan services we provide can move you closer to your destination. Where your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth. Our personal wealth planning services include:
Charitable Planning Philanthropic gifts can be an important component of your estate plan. Proper estate planning for charitable gifts can help you achieve your goals and enhance your estate tax savings. Incorporating charitable trusts and private foundations into your overall estate plan can increase the funds available for gifts and offer other benefits. There are many different charitable giving techniques. We can outline the benefits and disadvantages of each option and help implement a strategy that aligns with your estate plan. Our charitable planning services include:
- Individual, fiduciary and business entity income tax compliance
- Charitable trust and private foundation tax compliance
- Annual and multiyear income tax projections
- Income tax planning strategies
- Income tax planning for retirement plan distributions
- Roth IRA conversion analysis
- Tax planning for stock options and deferred compensation
- Tax planning for significant charitable contributions
- Federal and state advocacy and audit representation
- State residency planning
- International tax services
- Inbound and outbound
- Foreign bank account reporting
- Expatriate compliance and planning
We provide a wide range of services to meet your personal and business accounting, tax, financial management and consulting needs. We’ll handle specialized support functions so you can concentrate on what you do best. Our accounting services include:
- Payroll tax preparation
- Bookkeeping and accounting
- Fiduciary accounting
- Bill pay
- Assurance and audit services
We can assist throughout the lifetime estate planning process. We can help value your assets, discuss trusts, examine the implications of joint ownership and identify an executor. Each individual situation is unique based on your family, business and legacy. Our discovery process will help you arrive at specific goals to be achieved through proven strategies implemented with well-crafted documents. Our estate planning services include:
- Annual and lifetime gifting strategies
- Estate tax snapshot and planning
- Estate plan and document review (wills, trusts, power of attorney)
- Philanthropic strategies
- Estate and gift tax compliance
What are your financial goals? Through careful consultation, analytical rigor and market experience, we articulate and frame a complete picture of your current financial resources and goals. The tax projections, budgets, financial statements and retirement plan services we provide can move you closer to your destination. Where your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth. Our personal wealth planning services include:
- Financial planning
- Cash-flow forecasting and budgeting
- Retirement plan distribution analysis
- Individual Retirement Account and qualified plan consulting
- Education funding planning
- Debt refinancing and consolidation analysis
- Stock option planning
- Divorce and matrimonial planning
Charitable Planning Philanthropic gifts can be an important component of your estate plan. Proper estate planning for charitable gifts can help you achieve your goals and enhance your estate tax savings. Incorporating charitable trusts and private foundations into your overall estate plan can increase the funds available for gifts and offer other benefits. There are many different charitable giving techniques. We can outline the benefits and disadvantages of each option and help implement a strategy that aligns with your estate plan. Our charitable planning services include:
- Integrated strategy
- Foundations
- Charitable Remainder Trusts