With a heavy emphasis on tax strategy and planning, we’ve been advising businesses from formation through owner exits for over ten years. With a team of seasoned attorneys, financial advisors and accountants with expertise in taxation, business, estate planning and real estate, our firm is uniquely situated to walk business owners through all stages of business life and to help them achieve maximum profitability at the lowest tax cost.
We help business owners design, implement, and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate the owner’s retirement, maintain family harmony, retain key employees and minimize income, gift, and estate taxes.
And, most importantly … we ensure your business has the proper foundation to allow for maximum growth with minimal risk to you and your loved ones.
We don’t just respond when things go wrong, we proactively monitor your business to ensure you can stay focused on the growth of the business.
To help owners protect estates and businesses that have been a lifetime in the making, we focus on an integrated approach to planning.
This approach includes legal, insurance, financial, and tax planning issues. More importantly, it includes discussions about family values and belief systems. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success.
We’ve structured our fees and packages so we are all on the same side of the table when it comes to the success of your business. We are incentivized to be proactive, efficient, effective, and help you grow.
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