From helping clients choose business entity to evaluating the effects of the new tax law on individuals, we make sense of the ever-changing tax laws. We work with several financial planners for asset management and disposition, with our goal being to minimize our clients’ tax impacts. We can also advise our clients on how to prepare for major life events like getting married, having a child, retiring, and tax planning for elder care and special needs children. We have relationships with an extensive network of like-minded professionals with whom we who work directly and in partnership for our clients’ benefit.