| Financial Forecasts and Projections |
| Are you buying a business? Selling part of your business? Or introducing a new product line? Forecasting is useful when you are planning for changes or trying to improve profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals. |
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| Business Consulting |
| We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. The following are just a few of the areas in which we provide consulting services to business:
Type of entity selection
Choice of a retirement plan
Structuring the purchase or sale of a business
Succession planning |
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| Personal Financial Planning |
| As financial advisors, we are often called upon to assist with personal financial planning. We can provide these services to our clients as part of a comprehensive package of financial advice or as part of a segmented plan. We can help you to assess your financial needs and develop strategies that will not only minimize taxes, but also enable you to achieve your goals and strengthen your financial security.
We regularly serve as part of a team including your attorney and other professional advisors to develop a comprehensive financial plan for our clients and their families. |
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| Investment Portfolio Monitoring |
| An investment portfolio monitoring service is often integrated with financial and estate planning services when intimate knowledge of our client's situation is necessary in order to ensure that portfolios are structured in accordance with our client's desires. |
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| Estate and Gift Planning |
| Recent changes in the tax law do not eliminate the need for estate planning. Effective planning facilitates the orderly transfer of assets in accordance with the clients wishes in a tax efficient way. For business owners, providing for business continuity and succession of ownership is essential.
We regularly work with many of the areas’ top estate-planning attorneys to plan for the effective transfer of assets. |
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| Charitable Gift Planning |
| Philanthropy is an integral part of our society and, fortunately, there is much personal wealth available for charitable purposes. If people with wealth believe strongly in a charitable cause, they usually will help it survive and grow. We often help individuals plan their charitable gifts to maximize the financial and tax benefits for the recipient as well as for the donor. |
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| Stock Option Planning |
| For people who are compensated, in part, with stock options, tax planning is critical. We specialize in preparing stock option plans to minimize taxes and maximize return while managing cash flow. |
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| Litigation and Insurance Support |
| Quantifying lost profits and damages is one of our specialties. We have extensive experience in this area, including compilation and interpretation of data to be used in settlement of insurance claims and mediated disputes, separation of assets in divorce, and documentation of financial losses for litigation. |
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| Accounting Services including Reviews and Compilations |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Effective financial presentations also can help to reduce interest rates on bank financing. Our firm provides cost effective accounting services including the following:
Compiled financial statements - based upon information provided by the client and used primarily for internal use.
Reviewed financial statements–often required by bankers in lieu of an audit, limited assurance is provided with analytical procedures and inquiry.
Personal financial statements–for your use in planning for your financial future or for bank financing.
Consulting–when determining how to best keep financial records or to record particular financial transactions. |
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| Tax Planning and Return Preparation |
| Whether you are an individual or a multi-tiered partnership, we can develop smart tax strategies. By staying current on the frequently changing tax laws, we can identify key tax planning opportunities that minimize current and future tax liabilities for individuals and all types of entities. |
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