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

If you are interested in learning more about our Professional Partnerships program for CPAs and Accounting Firms, please contact us.