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