Education Saving and 529 Plans
Saving for education is often the number one goal of our clients. 529 Plan accounts, named for Section 529 of the Internal Revenue Code, are flexible accounts specifically designed for college savings. Qualified distributions from a 529 Plan account are federal income tax-free.

Each 529 Plan is state-sponsored and managed by a financial services company. Residents of any state can invest in any plan, making the selection of a plan of paramount importance. We bring both expertise and common sense to the selection and tracking process.
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Accounting Support
For various reasons many businesses need to have their accounting records maintained outside of the offices. Others may merely need short-term assistance. We assist in pre-planning your needs and provide practical assistance for you whether in your offices or ours.
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Medical Practices, Physicians and Dentists
We approach our medical practice clients and practitioners with consideration of their most limited commodity, the available free time to address necessary business issues. We consult in everyday business issues, tax filings, business ownership structure, equipment leasing, building ownership, retirement plans, compensation strategy, succession planning, buy-in arrangements and even overhead allocations.
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Decedent Returns
Post-mortem estate planning, allocation of income and deductions between decedent and estate
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Divorce Consulting
Review of finances, estimation of lifestyle funding requirements, financial modeling, review of settlement/decree and tax consequences
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Expatriate Taxation
If you live, work or have retired overseas, or are intending to do so, there are many considerations to take into account. Research has revealed that many expatriates fail to plan properly and have not capitalized on their special tax position.
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Family Limited Partnership
Management and tax effective transferring of assets to the next generation is a significant concern to many families. Maintaining control over assets, distributions and investment can often be achieved with proper planning. Given a family’s goals we assist in both the proper partnership ownership structure and selection of appropriate assets to make transfers even more effective using appropriate “market value” discounts. Often, this process is ongoing as the family continues to make gifts to younger members.
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Family Office Services
Wealthy families have specialized needs for maintaining tax and accounting records and information, varying intergeneration issues, tracking investments, coordinating charitable donations and even paying bills. Our approach allows such families to act as executives over their own finances and get the information they need on a timely basis.
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Generation Skipping Tax (GST)
Estate and gift planning is now made even more complicated when family goals are to efficiently transfer wealth to younger generations. Many gifts and transfers through trusts designed to benefit younger family members can be needlessly subjected to an additional GST tax without appropriate planning and consideration of available special tax elections.
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Estate & Gift Planning
One of the oldest and most common forms of taxation is the taxation of property held by an individual at the time of their death. Such a tax can take the form, among others, of estate tax (a tax levied on the estate before any transfers). An estate tax is a charge upon the decedent's entire estate, regardless of how it is disbursed. An alternative form of death tax is an inheritance tax (a tax levied on individuals receiving property from the estate). Taxes imposed upon death provide incentive to transfer assets before death.

Gift tax laws are generally designed to prevent complete tax avoidance by this route. The Federal Estate Tax is integrated with the Federal Gift tax so that large estates cannot be shielded from taxation by lifetime giving. Many states also impose an estate tax.
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IRS Audits
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
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Like Kind Exchanges
Section 1031 of the Internal Revenue Code states that 'No gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held either for productive use in a trade or business or for investment.

Transactions that fall under the umbrella of Section 1031 are known by many different names, including Starker Trusts, Like-Kind Exchanges, Tax-Deferred Exchanges, and 1031 Exchanges.
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Litigation Support
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
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Payroll
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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Personal Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
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Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
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