Sentences with phrase «tax planning expertise»
Depending on your tax planning expertise, and, which real estate investment strategy you use, the higher premium shouldn't be a show stopper for you.
http://www.therealestaterenegades.com/ Not exact matches
The absolute first thing to do is to contact your CPA or tax provider and set up a plan of action to make sure your finances are in good shape for this coming tax season — leverage their expertise to help you.
«In particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.»
Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.
Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan.
Her areas of expertise include developing and understanding a personal budget, planning for college expenses, managing risks, tax planning, achieving financial independence, and estate planning.
We tap into our planning, tax, legal, financial, and concierge expertise to continually provide customized solutions for your family.
We tap into our planning, tax, legal, and financial expertise to provide solutions for every family.
Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.
Depending on your expertise, you can offer accounting, project management and tax planning consultation services to individuals and small businesses.
Tax - aware planning and investing is an area where advisors can distinguish themselves from the competition and demonstrate fiduciary standards of expertise and putting their clients first.
Her experience and expertise covers UK and international corporate tax planning and disputes, acting for a range of clients from small owner - managed businesses to listed multinationals.
When elected to the Saugerties Town Board, I'll use this expertise to work with my colleagues to develop new shared services plans with the hope of lessening our overwhelming property tax burden.
While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.
Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.
I am a Financial Planner and have expertise in tax preparation, mortgages, estate planning, insurance etc..
While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.
Other areas of expertise include claims on behalf of lenders, and cases related to complex pension schemes, inadequate tax planning and financial advice and trusts and regulatory matters.
Real Estate: Expertise in all aspects of real estate sector work including: premium real estate investment, M&A, development and leasing advice, sale and leasebacks, joint ventures, real estate funds, financing and tax, real estate investment trusts, construction advice, planning / zoning law, policy and practice, rent review, public procurements and PPP and real estate - related disputes.
«Intelligent and practical legal advice; deep expertise in tax planning and excellent reputation for litigation,» said one respondent.
Drawing on expertise from across the firm, we can advise single family offices and multi-family offices on a wide range of legal services including tax planning, estate planning, wealth structuring, asset protection and disputes.
You will receive the benefit of our team having years of expertise and experience to deal with the most complex of situations and, in addition, we can draw on advice from our employment, wills and tax planning and real estate dispute teams to ensure that you receive full support in all aspects of the transaction.
You may want to engage another lawyer who has expertise in estate planning or tax issues; an accountant or actuary may be needed to help with a pension or business valuations, stocks or stock options, bonds; or an appraiser to deal with assets such as antiques.
Camilla is known for her excellence in private client work and the broad expertise she has in estate planning and tax mitigation strategies.
Her other areas of expertise include tax planning and structuring relating to pensions, and she is the pensions contributor to Revenue Law: Principles and Practice (Bloomsbury).
Barbara's particular expertise covers tax planning for families, lasting powers of attorney, court of protection, complex wills and probate administration and trusteeships.
We are a super-boutique Canadian tax and trade law firm, with litigation and planning expertise in tax, trade, GST / HST and customs matters.
The Estates and Trusts Group offers you substantial expertise in all facets of estate planning, with regard to domestic and offshore income tax issues and matrimonial issues.
We are able to deliver practical and commercial legal advice to our clients by drawing on the expertise of other practice areas within the firm, including property, tax and estate planning and the challenging issues of passing property to the next generation.
With extensive experience in handling tax matters and backed by Casner & Edwards» full range of business counseling and litigation expertise, we provide sound counsel for large and small business entities, individuals and families, estates and trusts, and tax - exempt organizations in tax planning, compliance and controversy.
With more than 70 federal tax practitioners, we provide the expertise and innovation companies need to plan for and comply with increasingly complex federal tax requirements.
Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.
He has particular expertise in asset protection and succession planning and deals with the creation and administration of trusts, lifetime and post death tax planning and the administration of complex and frequently cross border estates.
Tax attorneys typically do not hold the expertise of an accountant when maximizing deductions and planning ahead for future tax yeaTax attorneys typically do not hold the expertise of an accountant when maximizing deductions and planning ahead for future tax yeatax years.
Mark Hartley heads the team at Harrison Clark Rickerbys, which has expertise in trust creation and management, estate planning and administration, and tax planning.
Because we fuse complex accounting expertise with legal and tax experience that is second to none, we at the full - service, statewide Las Vegas business and estate planning law firm of Ken R. Ashworth & Associates are ideally prepared for any forensic accounting issue.
Jonathan and James advise on both onshore and offshore tax planning and advise non-doms particularly with regard to taxation and succession planning — adding to the very specialist expertise which we have within the team.»
Congratulations to our lawyers in the following areas of expertise: Estate & Personal Tax Planning Eric N. Hoffstein Joan E. Jung
Key areas of expertise include tax planning, structuring, due diligence and tax - related litigation.
«Valued for both its tax planning and tax controversy expertise.
But if you've got this kind of wealth, tax and planning expertise is typically well worth the money.
At Pacific Insurance Group, we use our expertise in life coverage and tax - diversification strategies to help you plan for a more comfortable retirement.
Areas of Expertise Accounting Financial Planning Business Development Financial Management Financial Analysis Cash Management Internal Auditing Process Improvement Tax Planning Corporate Asset Management Risk Management Business Planning
Leveraging expertise in tax planning to prepare detailed and accurate returns for individuals, multistate corporations, estates, s - corporations, and partnerships while interfacing with both clients and the IRS to analyze and resolve questions and concerns.
Worked more than 4 years in the accounting field, expertise in communication skill, have in - depth knowledge of tax, audit, bookkeeping and financial planning, strong management skill
Leveraging expertise in tax planning to prepare detailed and accurate corporate tax returns while interfacing with both company executives and the IRS to analyze and resolve questions and concerns
While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.
Leveraging expertise in tax planning to prepare detailed and accurate returns for individuals, corporations, and partnerships while interfacing directly with clients to analyze and resolve questions and concerns.
He's been a CPA for three decades, and his greatest expertise lies with tax issues related to S Corporations, foreign tax issues, small business consulting, financial planning, and individuals with complex personal finances.
Areas of Expertise (Business Accounting & Bookkeeping (Cost Accounting & General Ledger (Data / Records Review & Analysis (Financial Planning & Administration (Tax Preparation & Impact Analysis (Ledger & Accounting Applications