Learn about how we use the CPA Team Based Model (admired by accounting industry thought leaders including Ron Baker, Dominique Molina, and Andrew Argue) to help CPAs add more value for their clients by offering proactive and holistic planning.
College
Reduce expected family contribution with methods that protect savings and tap all available sources of aid.
Employer Solutions
Offer retention benefits to your key employees, including defined benefit and “golden handcuff” compensation plans.
Portfolio Management
Assist in discovering your emotion-free formula to avoid poor (fear-driven) investment decisions. We’ll develop an allocation that symbiotically optimizes the balance between security of principal, income requirements and market exposure.
Buy/Sell
Agreements between business co-owners to govern the situation if one dies or otherwise leaves the business. This”business will” triggered buyout is funded on the participating owners’ lives guaranteeing funding when the buy/sell event is triggered.
Estate
Anticipate and arrange for proper estate transfer by eliminating probate, reducing taxes and other expenses – as determined by specific goals, often designating beneficiaries for minor children and beneficiaries in the case of incapacity.
Cost Segregation
Identify and reclassify assets to shorten the depreciation time for taxation purposes, which reduces current income tax obligation. (Items that are affixed to real estate but do not relate to the overall operation and maintenance of the property.)
Cost Remediation
Businesses can maintain competitive edge by reducing operational cost and corporate risk. Cost studies consider manufacturing incentives, vendor screening, energy deregulation, hiring incentives, tax credits, energy consumption. Audits include: property/equipment lease, freight, cell phone, and workers compensation.