Our goal is to assist you in becoming better educated as to what assets will be needed for you to maintain your desired lifestyle in your retirement. We will help in the following ways:
- IRA Distribution Planning
- Retirement Savings Estimation
- IRA Rollovers
- Roth IRA Analysis
Mergers and Acquisitions
We advise sellers in taxable and tax-free mergers and acquisitions. We perform due diligence, looking for business risks and exposure, and advise as to the tax ramifications of the transaction.