CPAs and Accounting Firms
Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with accounting advisors to provide insight into areas impacting clients’ retirement, financial, business and estate planning issues.
Through our many years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by accountants to provide resources and technical support. As with attorneys, our practice is to proactively involve accounting advisors in the process of developing and implementing strategies for clients. These areas may involve:
Personal Income Tax Planning
Business/Corporate Income Tax Planning
Sale or Purchase of a Closely-held Business including Business Valuation
Business Succession Planning
Estate Tax and Liquidity Planning
Life Insurance Tax Issues
Complex Insurance Structures
Buy-Sell and Planning Operating Agreements
Employee Benefits consulting
