Financial Consulting Services
Entity Selection for Business Owners
Choosing the form of entity of your business is an important decision that can have tax implications either positive or negative. We can help you evaluate the pros and cons of each entity type to help you determine the most beneficial form of business for your company.
Effective estate planning smoothes the transfer of assets to beneficiaries. This provides security for your beneficiary, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the process of getting your financial affairs, both business or familial, in order.
Business Succession Planning
We have extensive experience in tax and other financial matters, and we are well qualified to help with the complex issues of business continuation and can assist you in developing a strategic plan to make your business transition as smooth as possible.
We provide periodic reviews of your financial plan to ensure financial independence during your working years and beyond.
Speak with one of our Florida financial consultants! We support people and businesses nationwide, and provide a complimentary consultation to review your options. Call (954) 346-3200.