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Let us apply our family focus, discretion, and professional savvy to your:

  • Tax Planning and Compliance
  • Investment Planning
  • Estates and Trusts
  • Special Circumstances.

Tax Planning and Compliance

We help you build and maintain wealth by developing year-long strategies for minimizing your federal, state, and local income tax liability.  Each year, tax regulations become more complex; we clarify regulations for you, help you implement your long-term financial goals, and represent your interests through every step of the process.

  1. Personal Financial Planning and Accounting
  2. Tax Management
  3. Statement and Budget Preparation

Investment Planning

A careful, professional investment plan which is integrated with your tax, estate, and other planning requirements is the first step toward optimizing your assets.  We help you develop the specific approach which is best for you by:

  1. Analyzing your existing portfolio and asset allocation
  2. Assessing risk vs. return
  3. Developing an investing strategy
  4. Providing ongoing support.

Estates and Trusts

Providing for your loved ones in the event of your death is one of the most profound ways you care for them.  As with all asset management, achieving the result you want is a function of planning and collaboration with your accounting professional and legal counsel.

Estates and trusts have become more complex as our society has evolved.  Heirs from different marriages may complicate the establishment of your estate.  Contemporary giving strategies require the analysis of a professional who advocates for you and your family.

Regardless of how simple or complex your unique situation, we can help you with:

  1. Estate Accounting
  2. Review of Legal Instruments
  3. Charitable Gifting Strategies
  4. Estate Planning for Business Owners
  5. Development of Family Wealth Plan

Special Circumstances

Sometimes, despite careful planning, the unexpected or challenging happens.  That’s when you need our help most of all.  We help you negotiate financial intricacies with knowledge, wisdom, and tact.

We are experienced in helping our clients contend with the financial ramifications of:

  1. Death of family member
  2. Bankruptcy Services
  3. Divorce
  4. Unexpected losses;
  5. Wrongful termination or discrimination




Our reputation for the highest ethical standards is unparalleled. We support you with decades of experience and insights, informed by common sense and integrity.


Each business fuses a particular mix of variables, real and intangible. There is no substitute for experience in evaluating and interpreting your unique position and assets.


Every single strategic decision sparks immediate or long term tax, cash flow, and valuation consequences. We help you assess the short-and-long term implications of all options.


We are independently owned and operated: responsive, receptive, flexible. Your family’s security is our priority. We invite you to use our insights to advance your interests.

Recent Publications

Valuation for Financial Reporting

Valuation for Financial Reporting


Valuation Workbook

Taxation FAQ

Taxation FAQ

business teamwork on puzzle pieces

Valuation FAQ