The Individuals Group
Strategically addressing wealth management, asset protection and other financial goals, the professionals in our Individuals Group provide a personal approach to your unique needs.
New! Check out our recent article on Roth IRA Conversions and our Roth IRA Conversion Questionnaire.
|
Estate Planning
- Tax reduction strategies
- Gifting
- Charitable planning
- Business valuation
- Wealth transfer planning
Asset Protection
- Trust selection and formation advice
- Family limited partnerships
- Insurance and retirement strategies
Tax Planning & Management
- Financial forecasting and tax projections
- Income and expense management
- Multi-year strategies
- Transaction advice and structure
Tax & Financial Consulting for Divorce
- Collaborative divorce
- Collaborative negotiations
- Financial modeling
- Tax forecasting
Tax Compliance
- Fulfilling all governmental filing requirements in all 50 states
|
Financial Coaching
- Saving for retirement
- College funding
- Providing for special needs children
- Wealth accumulation goals
- Executive compensation planning
Business Valuation
- Asset management
- Wealth transfer strategies
- Business liquidity events
Litigation Support
- Accounting arbitration
- Merger and acquisition dispute resolution
- Fraud detection
- Computer forensics
- Calculation of complex damages
Accounting Services
- Organization of investments
- Check writing
- Payroll reporting
- Record keeping
- Family office services
|
Related Partner Bios: Kenneth B. Travis, Edward B. Creager, Jerri Hammer, Hunter Nibert, Janet M. Smith
Related Manager Bios: Diane Haselroth, Charlotte Weeks
