ENGAGING THE SERVICES OF CPAs AND 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 impacting clients’ retirement, financial, business and estate planning issues.
Through our many 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. As with attorneys, our practice is to proactively involve accounting advisors in the process of developing and implementing strategies for clients. These areas may involve
- Income, gift, and estate tax preparation and filing
- Business structuring
- Income statement and balance sheet normalization
- Cash flow analysis and projection
- Pre- and post-deal financial analysis
If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.