Due to the typical size of our individual clients and their businesses, we have been exposed to sophisticated and significant estate, trust and gift planning techniques and processes. We have successfully navigated many substantial IRS examinations. We work with attorneys and succession and insurance planners throughout the United States on planning, compliance and IRS examination matters. We have developed succession plans for our closely held clients in order to successfully transition their businesses to future generations.
CPA, Founder and Managing Partner
If you’re looking for a bunch of framed degrees and well-polished plaques in my office, you won’t find them — they’re collecting dust in a box somewhere.