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Financial Future
Accounting Tools

Estate Planning

Estate Planning •
Trust Planning •
Trust Administration •
Estate Administration •
Elder Care Planning •
Life and Disability Insurance Services •
Family Offices •
Estate Valuation •
Pre and Post-Mortem Tax Planning •

Business Exits

• Preparation for Sale
• Sales Representation
• Contract Negotiation
• Mergers and Acquisitions
• Succession Planning
• Reorganizations
• Contingency and Emergency Preparedness Planning
• Business and Partner Split Ups
• Family Business Reorganizations and Split Ups

Taxation Services

Income Tax Planning •
Retirement Planning •
Estate (Inheritance) Tax Return Preparation •
Trust and Estate Income Tax Return Preparation •
Gift Tax Return Preparation •
Corporate and Entity Income Tax Return Preparation •
Individual Income Tax Return Preparation •

Other Business Support Services

• Entity Structure Planning
• Business Valuation
• Partners In and Out of Business
• Buy/Sell Agreements
• Operating Agreements (Corporations, Partnerships,
   Limited Liability Companies)
• Employment Agreements