When marriage, divorce and other family changes are in view, tax and financial planning will give you the needed understanding of any tax consequences and effect on cash flow.
Our accounting professionals are often an early point of contact concerning family matters, be it marriage plans, family illness, family growth, separation or divorce.
When working to understand the new financial picture or to proceed toward a settlement or union, clients benefit from our work in providing financial analysis, financial advice and tax understanding. These considerations can be critical to the financial results of the personal situation and future plans. This is where we can play a key role in helping you with your short and long term planning, helping you minimize your tax consequences and maximize your cash flow.
Together with your attorney, other financial advisors, or those we recommend, we can deliver a customized solution as you transition your family business, retirement plan assets and more.