CONSULTING
Consulting Services Include:
- Accounting personnel evaluation and selection
- Operational reviews and analysis
- Cash flow forecasting and management
- Management information systems
- Computer feasibility studies
- Loan negotiation assistance
- Systems and procedures development and implementation
ESTATE PLANNING
Estate Planning Includes:
- Gift planning
- Preparation of Estate and Trust tax returns
- Trust planning
- Succession planning and buy/sell agreements
- Valuation of Family Limited Partnerships (FLPS) and other estate planning concepts