CONSULTING SERVICE

Advisors who specialize in business, IT, estate and trust, and various issues in private consulting areas will save you time and money.

You can rely on our expert team for high-quality service, integrity, and innovation as we work with you to plan for, and solve, the life and death challenges you and your family will inevitably face.

OUR SERVICE INCLUDE

   * BUSINESS CONSULTING

•  Business 
• Business Entity Setup
• Business Planning
• Business Succession Planning 
• Business Tax Planning
• Business Valuations
• Commercial Lease Negotiations
• Controllership Services
• Cost Segregation
• Investment Consulting
• Management Advisory Services and Consulting 
• Mergers, Acquisitions, and Dispositions
• SBA Loan
• Compensation & Benefit Plan
• Quickbooks Professional
• Buying & Selling  

    * PRIVATE CONSULTING

• Gift, Estate, Trust
• High Income Tax Planning 
• International Tax and Business
• Investment Consulting
• Personal Financial Planning
• Reporting Foreign Asset _FBAR, IRS Form 8938
• Assessing Generation-Skipping Transfers
• Assessing Retirement Strategies
• Analysis of Current Financial Investments
• Cash Management, Financing, and Budgeting
• Development of Individual Financial Objectives
• Portfolio Management
• Retirement and Financial Independence Planning