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Business Valuations:

  • Closely Held Businesses

  • Estate and Gift Tax Returns

  • Estate and Gift Tax Planning

  • Sales, Mergers and Acquisitions

  • SBA Loan

Estate and Financial Planning Services:

  • Estate Tax Planning

  • Estate Tax Return preparation

  • Gift Tax Return Preparation

  • Retirement Savings Projection and Distribution Planning

  • Business Acquisition Cash Flow Planning

  • Special Situation Cash Flow Planning

  • Stock Options Tax and Cash Flow Planning

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Litigation Support Services:

  • Divorce

  • Shareholder Disputes

  • Tax and Business Valuation Matters

  • Analysis and Written Reports

  • Court Testimony Experience

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