Services
We provide income tax, estate tax, and retirement planning along with services for entity formation, payroll setup and compliance, real estate transactions and other legal advice and implementation for individuals and small businesses. We review all possibilities and help you choose what is best for you.
Legal
- Income tax preparation, strategies to reduce taxes, compliance, and IRS and state audits
- Stock option exercise strategies
- Estate plan preparation, gift tax filings, probate filings, and review of life insurance
- Entity formation for small business startups and compliance
- Real Estate transactions, purchase and sales, financing, and entity choice
- Employment contract review and negotiation
- Charitable giving strategies, entity formation and filing for IRS tax-exempt status, and on-going compliance
Retirement and Estate Planning
- Review of retirement, life insurance, college funding and other goals, recommending investment allocation, cash flow, and debt management, RMD strategies, and updates to estate plan documents
Implementation
- Helping put in place the strategies agreed to in the estate and retirement planning
Client base
- Our clients include executives of major corporations, entrepreneurs, private business owners, professionals, retired individuals and individuals with inherited wealth
Events for advice
- Job change/new job - Comparing offers, evaluating company benefits, retirement planning
- Marriage and divorce - Income tax and estate planning
- Children - Life insurance and estate planning, college funding
- House purchase - Cash flow and debt planning
- Death in the family - Estate filings, probate, and handling of wealth transfers
- New business - Entity formation, tax, estate, and investment planning
- Retirement - Reviewing investment allocation, required minimum distributions and cash needs and impact on estate planning
- Investment properties - Legal, cash flow and debt and retirement planning
- Sale of investments and company stock - Tax and estate planning, investment of proceeds
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