- Business Consulting
Each business is unique and presents its own opportunities and challenges. I can help you determine practical strategies to address your business concerns, whatever they may be. I will work with other professionals (i.e. lawyers, financial advisors, specialists, etc.) to create a comprehensive solution for your business.
- Estate and Succession Planning
Estate and succession planning, whether it pertains to the transfer of your individual or business assets, can eliminate unwanted surprises. There are many effective solutions that can reduce or eliminate the tax liability on such transfers.