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/Safety
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
Planning
Return Preparation
Reduction Strategies
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
Partnerships
Cross Purchases
Buyout Valuations
Dissolution Conditions, Justification, Analysis