SERVICES 

• TAX & ESTATE PLANNING

• TAX STRATEGIES FOR RETIREMENT

• WEALTH MANAGEMENT

• INTERGENERATIONAL WEALTH TRANSFERS

• PENSION PLANS

• 401K PLANS,INDIVIDUAL RETIREMENT ACCOUNTS (IRA)

• ROTH, INDIVIDUAL RETIREMENT ACCOUNTS (IRA) 

• DEFINED BENEFIT PLANS

• RETIREMENT PLAN REVIEW

• PERSONAL AND CORPORATE TAX MAPPING

• 1031 EXCHANGES

• FOREIGN NATIONALS

• L1 & L2

• EB5

• WEATLH BUILDING

• CAPITAL PRESERVATION

• ASSET MANAGEMENT

• POOL INVESTING

• REAL ESTATE INVESTMENT TRUST (REITS)

• CONVENTIONAL AND NON-CONVENTIONAL PORTFOLIO ANAYSIS 

• PRIVATE EQUITY REAL ESTATE INVESTMENTS

• MANAGEMENT COMMERCIAL ASSETS

• DEBT RESTRUCTURING

• ACCOUNTING  & BOOKKEEPING SERVICES

• ACCOUNTING INFORMATION SYSTEMS

• MANGERIAL ACCOUNTING AND COST ANAYLYSIS

• FORENSIC ACCOUNTING