We serve over 300 business owners, their families, executives and professional advisors. The businesses that our clients operate range from technology, engineering, real estate developers, hoteliers, manufacturers, oil and gas services, construction, medical, legal, accounting, consulting, auto repair, transportation and printing.
What we do:
Our services include the following:
• Estate Planning – In depth planning for incapacity, death, sale, roll over or gifts utilizing Wills, Trusts, POA’s,
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Representation Agreements, Trustees, Directors Resolutions, Unanimous Shareholder Agreements, contracts, loan and lease agreements, etc.
• Tax Planning – Consulting re individual, business and estate tax issues and recommending strategies to reduce tax.