| Corporate, partnership, and individual federal and state
tax return preparation
Gift,
trust, and estate tax return preparation
Tax
planning and the implementation of tax-saving strategies
IRS
audit representation (7 years experience with the IRS)
IRS
problem resolution
Estate planning, including
Wills
Living trusts
Durable powers of attorney
General powers of attorney
Irrevocable trusts
Insurance trusts
Charitable remainder trusts
Grantor-retained interest trusts
Transfer of assets into trust
Act as trustee or administrator
Financial
and retirement planning
Drafting
of business contracts
Establishment
of pension plans
|
Asset
protection services, including
Incorporation
Partnership agreements
Limited liability company formation
Draft Family Limited Partnerships
Securities law compliance
Offshore incorporation
Maintenance of company record books
Issuance of share or member certificates
Transfer of assets into business name
S corporation elections
Establishment of domestic and foreign business bank accounts
Act as agent for service of process
Act as nominee officerfor privacy purposes
Draft family limited partnership agreements
Tax compliance, including
Set up of books and records
Quarterly and year-end income and expense summaries or profit and loss
statements
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