Services for Individuals
- Tax Planning
- Entreprenuers, high net worth individuals
- Attorneys, partner/owner/member
- Trusts
- Estate & family wealth planning
- Estate, trust and gift taxes: includes estate planning to minimize estate and gift taxes
- Dedicated team of professionals trained in the area of estate, trust and gift tax planning and preparation
- Grantor retained annuity trusts, life insurance trusts, State decoupling for estates
- Estate tax compliance
- Trust administration and tax return preparation
- Gift tax planning and tax return preparation
- Estate Administration
- 706 and 1041 preparation
- Accounting for court
- Probate
- Personal Financial Planning
- Retirement planning
- Budgeting
- Asset allocation
- Divorce
- Collaborative financial neutral
- Litigation support
- Valuations
- Private Foundations
- Planning and foundation
- Tax preparation