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Other
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult
task. We can assist you in the merger or acquisition process by
assessing such critical elements as tax considerations, product/service
compatibility, competitive tactics and position, financial impact,
and cash flow considerations.
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Pension & Profit
Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined
benefit plans, Keoghs, SEPs�) can provide significant tax advantages
for closely held businesses and self-employed individuals. Our qualified
staff can assist you in evaluating the type of pension plan that
will best serve the retirement needs of you and your employees.
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Retirement Planning
Successful implementation and periodic review of your financial
plan will ensure financial independence during your working years
and through your retirement years.
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Payroll Services
As a business grows, it must hire more employees, which can result
in increased payroll administration. We can assist you in implementing
the controls necessary to ensure a reliable, efficient, and effective
payroll system. Our firm can also help you develop a payroll system
and prepare all necessary payroll tax returns in a timely manner.
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Estate Planning
Effective estate planning facilitates the orderly transfer of assets
to your beneficiaries, provides security for your surviving spouse,
and can reduce or eliminate the tax due on the transfer of your
business and other assets. For business owners, providing for business
continuity and succession of ownership is essential. We can guide
you through the complex process of getting your financial affairs
in order.
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Investment Review
As you develop your investment strategy, we will act as your sounding
board. We can help you and your investment advisor build an investment
portfolio that takes into consideration the impact of taxes and
produces a favorable after-tax return.
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.Debt
& Financing Services
Debt management and the evaluation of financing options are issues
that an experienced professional deals with every day. Let us use
our experience to assist you in securing financing for your personal
or business needs or consolidating your current debt to a more manageable
level.
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