Business Consulting

Pension Planning

• Strategies to maximize owner’s contributions.
• 401(k) and pension solutions.

Business Succession Planning

• Keyman and golden handcuff strategies.
• Creation of plans that consider the objectives of both the current and future generations.

Estate Tax Planning

• Trust coordination.
• Life insurance funding to create liquidity.

Group Benefits

• Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.
• Buy/sell agreements.
• Transfer/sales of business.
• Estate & gift tax matters.
• Succession planning.
• Accounts payable/receivable.
• General ledger accounting.
• Account reconciliations.
• Fixed asset management.
• Month, quarterly and year-end closings.
• Payroll tax and sales tax return preparation.
• Cash flow management.
• Implementation of new accounting software packages.