Professional Partners


Engaging the Services of Attorneys and Law Firms

When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance in coordinating our efforts with their legal advisors to provide insight during the execution of legal documents. We proactively involve legal advisors in our process of developing and implementing planning strategies for clients such as:

  • Estate Planning including inter-generational issues
  • Business Exit and Succession Planning
  • Asset Protection Strategies and Risk Management Techniques
  • Estate and Gift Tax Planning
  • Special Needs and Elder Care/Long Term Care Planning
  • Employment Contract Structuring


Engaging the Services of CPAs and Accounting Firms

Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with accounting advisors to provide insight into areas impacting clients’ retirement, financial, business and estate planning issues.

Through our many years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by accountants to provide resources and technical support. As with attorneys, our practice is to proactively involve accounting advisors in the process of developing and implementing strategies for clients. These areas may involve

  • Income, gift, and estate tax preparation and filing
  • Business structuring
  • Income statement and balance sheet normalization
  • Cash flow analysis and projection
  • Pre- and post-deal financial analysis