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Our Expertise

Simplifying complex issues.

BENEFITS

1. EMPLOYER/INDIVIDUAL BENEFITS

2. PRIVATE INSURANCE

3. CFO & PAYROLL SERVICES

4. BUSINESS VALUATION & BROKERAGE

5. CONSULTING & DATA SERVICES

TAX

1. IRS & STATE TAX PLANNING

2. INTERNATIONAL TAX & TRANSFER TAX

3. AUDIT & ASSURANCE

4. CPA SERVICES

5. TAX INCENTIVES & CREDITS

LEGAL

1. GENERAL COUNSEL SERVICES

2. E & O SERVICES

3. BUSINESS ENTITY FORMATION

4. TRUST AND FOUNDATION SERVICES

5. COMPLIANCE/SUITABILITY OVERVIEW

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