WHAT WE DO
We have the breadth of knowledge and experience to offer complex financial services solutions to our clients. Our unique, relationship-based approach allows us to work with our clients to identify opportunities to improve their personal and business financial position
COMPENSATION CONSULTING
We are experts in the implementation and design of compensation plans. We assist companies of all sizes in designing and implementing a workable and balanced compensation package for employees. We stive to develop benefit packages that are within the ability of the company to maintain while still providing the highest quality of benefits.
KEY PERSON RETENTION PLANNING
Navigating the "Great Resignation" is an ongoing problem for HR professionals. How do you minimize employee turnover? Our team can work with you to develop incentive packages to keep your employees on your team for years to come.
HIGH INCOME TAX PLANNING
Do you want to reduce your taxes? Of course you do. If you’re in a high tax bracket, you’ll be happy to know that there are dozens of tax reduction strategies for high-income earners. Tax laws change frequently and increasing complexity can make it hard for high-income earners and high-net-worth to stay on top of the latest tax strategies. Our team is there for you.
EXECUTIVE BENEFITS
Incentivizing executives to meet business objectives is a critical factor in designing executive compensation plans. Organizations can choose from several well-established methods to pay for the performance of executives, often with significant tax advantages to the executive and the employer.
ESTATE TAX STRATEGIES
You’ve accumulated a significant amount of assets during your lifetime and may want to transfer wealth to your heirs or a favorite charity. Being diligent about estate tax planning can help manage your future tax liabilities and maximize the legacy you leave behind. Our estate tax professionals are here to guide you through this complex maze of regulations.
BUSINESS SALE TAX STRATEGIES
Reducing the tax impact on the sale of your business should be very important to you. Thoughtful estate planning and business succession strategies provide the greatest opportunity to maximize wealth for business owners. There are a variety of strategies available to help protect the value of a business from state and federal income tax, as well as lifetime gift and inheritance taxes.