Personal Professional Services for Complex Issues

• Advanced tax preparation services including multi-state requirements
• Sophisticated planning for income, estate and gift taxes
• Estate and trust accounting and administration
• Assistance with sales of business including tax planning issues
• Retirement planning including distributions from IRAs and qualified plans
• Planning for dispositions of real estate including like-kind exchanges
• Advanced planning for charitable contributions including establishment and operation of private foundations
• Assistance with professional corporations, personal holding companies, family partnerships, real estate investment partnerships, etc.
• Financial statement preparation and attestation services
• Business consulting services