High Net Worth Individuals

    • Complex Tax Issue Analysis
    • Income Tax Projections
    • Federal & State Tax Research
    • Income Tax Return Preparation
    • Creative Gift and Estate Planning
    • Gift and Estate Tax Projections
    • Gift Tax Return Preparation
    • Estate Tax Return Preparation
    • Executor and Trustee Services
    • Budgeting
    • Personal Financial Statements
    • Representation before the IRS & Local Tax Authorities

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