Tax Preparation. Specializing in complex individual income tax situations. Expertise in all tax aspects of securities transactions and real estate investments. Preparation services include individual, business and fiduciary income tax returns.
Tax Planning. More than 10 years planning experience for employee stock options for executives and rank-and-file employees. Real estate investment planning including IRC Section 1031 Exchanges. Comprehensive year-round planning and analysis.
Fee-Only Financial Planning. Comprehensive or specific financial analysis and advice, goal setting, and financial education. Insurance needs review, college funding, retirement planning, and estate planning performed as individual segments or combined into an integrated plan. Family wealth planning includes gift-giving and charitable funding.