- Transfer of ownership from business to business, a merger or succession
- Help identifying a buyer
- Negotiate best price
- Business legacy planning
- Tax, financial and wealth planning
Services Offered
Tax Planning
- Life changes, such as marriage, divorce, births and deaths
- Charitable giving, tax loss harvesting, AMT and tax law changes
- 1031 Exchanges
- Estate and gift tax
Tax Compliance
- Individuals, Foundations, Corporations and S Corps
- Estates and Gifts
- Trusts
- Partnerships
- Quarterly Tax Projections
- Record Keeping Responsibilities
- Audit Representation
- Tax Controversies
Estate Planning
- Estate and trust tax planning
- Multi-generational trust tax planning
- Charitable contribution planning
Business Transition/ Succession Services
Business Management
- Management and consulting
- Accounting and tax planning
- Accounts payable and receivable
- Scheduling and organization
Family Office Administrative Services
- Cash flow planning and budgeting
- Financial statement creation
- Expenses and bill payment management
- Tax document management and organization
- Accurate tracking of income both earned and unearned
Business Consulting
- Consulting on growth and management
- Financial services and tax planning
- Strategic planning and advice
- Funding assistance
- Tax structuring and compliance
Accounting
- Income tax preparation, compliance and planning
- Annual, monthly or quarterly financial reporting
- Bill paying services
- Bookkeeping
- Financial statement preparation
CFO Outsourcing
- Strategic planning and implementation
- Cash flow management and projections
- Budgeting and forecasting
- Audit preparation
- Key metric benchmarking and trend analysis
Get in touch with Michael now to learn more!