Estate Planning, Retirement Planning & Gift Tax Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, planning for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Estate & Trust Tax Preparation
Our knowledgeable accounting staff will be able to assist you in the timely preparation and filing of estate, trust and gift tax returns.
Retirement planning and periodic review of your retirement plan will aid you in reaching your goal of financial independence during your working years and throughout your retirement.