Services

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Tax compliance (tax return preparation) and planning for high income/high net worth individuals and their closely-held businesses. Experience includes federal, Arizona, California, and multi-state business and investment activities, and U.S. taxpayers with international activities such as foreign subsidiaries or offshore trusts.

Business succession planning and entity structure and reorganization, including development of stock redemption or stock cross purchase agreements and assistance to legal counsel in development of agreements regarding same.

Estate, gift, financial, and retirement planning including assistance in analysis and development of estate plan, analysis and evaluation of investment opportunities, asset protection planning, insurance coverage, and related tax planning.

Closely-held business consulting, primarily related to tax and financial matters, in the areas of:

• new business entity planning and organization
• reorganization of existing businesses
• budgeting, cash flow, cash management, and financing
• business acquisition and expansion
• business sale or liquidation
• compensation and benefits including incentive compensation, and qualified and nonqualified deferred compensation and retirement planning

Accounting and related services including preparation of financial statements with accountant's compilation or review report.