Trust And Estate Planning
Decisions on ownership of assets during your lifetime and disposition of assets upon death can be overwhelming, with concerns related to tax implications and legal documentation. Gift and Estate tax planning should never be a one-time plan. New tax laws are passed, asset values change, and personal goals evolve. Our professionals will work with you, your financial planners, and legal counsel in creating an effective estate plan.
- Trust accounting and fiduciary consulting
- Lifetime transfer strategy
- Wealth transfer economic and tax analysis
- Estate and distribution planning
Small & Midsize Business Consulting
Our clients are able to tap into financial consulting resources that are more robust than ordinary accounting services. The success of our clients is evidence that strategic financial planning and financial analysis produce positive results.Tax Consulting Family Office Client Accounting