Practice Areas

Tax Planning & Compliance

  • Review of past individual and/or various business entity returns
  • Preparation of current and future individual, estate and/or various business entity returns
  • Planning services – income tax, estate, financial, retirement
  • Representation and counselling for income tax audits and hearings

Estate Planning & Documentation

  • Existing documentation review and consultation
  • Estate planning counsel
  • Preparation of estate planning documents including, but not limited to:
    • Irrevocable Trusts and Revocable Trusts
    • Last Wills and Testaments, Statutory (Financial) and Health Care Powers of Attorney, Living Wills
    • Disclaimers

Business Planning & Organization

  • Entity formation and ongoing services to meet entity legal needs (Corporations, Limited Liability Companies, Partnerships)
  • Drafting and implementation of specific business entity agreements
  • Employee benefits consultation, analysis, and communication
  • Retirement plan review, design, installation, service and maintenance
  • Assistance with business entity feasibility study
  • Assistance with buy-sell agreements, employment contracts and/or other agreements
  • Litigation support services – preliminary business valuations, examination of documents for income, cash flow, assets, etc.