We function as your personal Chief Financial Officer (CFO), and it’s highly probable that we’ve assisted others in resolving comparable issues, many times over. Examples include business exit strategy, QSBS optimization, tax reduction, estate planning, exit planning for company founders, alternative investments, 401(k) plans, IRS audits, family transitions, disability, real estate, debt management, social security, Medicare, health insurance, family office structure, college funding, gifting, and a wide range of other financial concerns.
