Individual Client Services Include:
- Income Tax Planning and Deferral
- Investor and Director Business Planning
- Risk Assessment and Management
- Personal Financial Planning
Business Clients Utilize the Following Services:
- Tax Planning Strategy Identification, Development and Implementation
- Business structuring and Planning for Succession, Acquisitions, Sales and Financings
- Transaction and Agreement Review, including employment, deferred compensation, stock or phantom options, non-competition and business purchase price allocations
-State Tax Planning
- Income Tax Examinations for All Jurisdictions
