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Financial Future
Meeting
Computer
Accounting Tools
Money

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 •

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

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