CPAs & 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 that impact a client’s retirement, financial, business and estate plan. Our communication and coordination with CPAs are enhanced by the presence on our professional staff of Ron Schain, who is a CPA with more than 40 years of tax planning experience.

Through our 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 in the following areas. At the same time, our practice is to proactively involve accounting advisors in our process of developing and implementing planning strategies for clients in each of these areas.

  • Personal Income Taxes and Retirement
  • Sale of a Closely-held Business
  • Wealth Transfer Planning
  • Estate Tax Planning
  • Life Insurance Tax Issues
  • Complex Insurance Structures
  • Business Valuation and Buy-Sell Agreements

If you are interested in learning more about our Professional Partnership program for CPAs and Accounting Firms, please contact us.

 

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