Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Other areas we focus on:
- Estate Planning
- Retirement Plans for both defined contribution plans (eg, 401k and IRAs) and defined benefit plans (eg, pension plans)
- Business Succession Planning