Sample Solutions Provided To Clients

Financial Planning

Future Net Worth Projections

Coordination of Tax & Investment Planning (Reduce Income Taxes)

Analyze Tax Law Changes Impact on Investment Strategy

Determine the Probability of Never Out-Growing Your Income

Section 529 / College Planning Recommendations

Cash Flow Projections

Health Savings Accounts

Charitable Giving Alternatives

Gifting to Spouse, Heirs & Family

Control Future Taxable Estate Growth

Audit Current Life Insurance Arrangements

 

Investments

Allocate & Rebalance Assets

Verify Suitability of Investments

Existing Annuity Analysis / Maintain or Surrender

Identify Future Investment Opportunities & Pitfalls

Oversee Third Party Professional Money Managers

Determine Appropriate Degree of Aggressiveness

 

Tax Reduction Strategies & Services

IRS Audit Representation

IRS Collection Representation

Individual Tax Planning, Preparation & Tax Reduction (Residents and Non-Residents)

Prior Year Return Audit (If Prepared Elsewhere)

Tax Efficient Ways to Access Retirement Money

Partnership Set-Up, Tax Planning, Preparation

Sales Tax Audit Representation & Tax Reduction

Trust Tax Planning, Preparation & Tax Reduction

Estate Tax Planning, Preparation & Tax Reduction

Reduce Taxes Specifically For Small Business Owners and Professionals

Corporation Set-Up, Tax Planning, Preparation & Tax Reduction

LLC (Limited Liability Company) Set-Up, Tax Planning, Preparation

Non-Profit Tax Planning & Preparation

Divorce Tax Implications

 

Retirement Planning

Cash Flow Projections

Establish Optimal Budgets

Determine Goals & Values

Calculate Required Minimum Distribution

Establish, Administer & Maintain Employee Benefit Plans (provided through associates)

 

Estate Tax Pre-Legal Organization

Medicaid Eligibility Consulting & Advice

Long Term Care Coverage Needs Analysis

Gift Tax Planning, Preparation & Tax Reduction

“Wealth Replacement” Irrevocable Life Insurance Trusts Structuring

Compliance of Charitable Trusts with Government & Legal Standards

Coordinate Proper Titling Of Assets to Conform With Estate Distribution Arrangements

 

Business Consulting

 

For New Businesses

  Feasibility Analysis

  Corporate Formation Assistance

  Federal & State Tax Filing Setup

 

For All Businesses

  Payroll & Bill Payment Services

  Develop Policy for Vacations, Sick Leave, Holidays

  QuickBooks Software Program Education, Setup & Use

  Prepare Financial Statements for Business Owners & All “Interested” Parties

  Prepare Projected Financial Statements for Business Owners

 

Tax Advice                                                    Partnerships

  Planning                                                                    Cross Purchases

  Return Preparation                                                   Buyout Valuations

  Reduction Strategies                                                Dissolution Conditions, Justification, Analysis

 

Cash Flow Management

  Maintain Adequate Cash Flow

  Maximize Accounts Payable & Receivables

  Debt Counseling (provided through associates)

  Lease Purchase Decisions / Automobile & Other Business Equipment

  Bankruptcy Consultation / How to Avoid Bankruptcy (provided through associates)

  Collections Administrator / Assure Proper Collection of Receivable (provided through associates)

 

Succession Planning (provided through associates)

  Business Valuation

  Structuring Buy/Sell Agreements 

  Transferring Businesses to Family Members

  Assistance with Purchase or Sale of Business