What Service Areas Do You/Does Your Firm Offer?
- Tax & Estate Planning consultation for clients and partnering with accountant's and their clients
-Building Estate Plans as a foundation for Business Owners
- Accountants & Legal Professionals rely on my firm to provide unbiased consultation on the complex aspects of corporate insurance solutions tied to buy sell arrangements, family equalization, post mortem and tax liability planning
- Corporate & Individual Tax, Estate, Wealth Training/Workshops for Accountants, Lawyers, Clients, Advisors, & Organizations
- Tax & Estate resource development for Organizations
- Charitable Giving related to Estate Planning