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Planning Services

  • Year-end advice, including tax projections
  • Acquisition, merger and reorganization planning and analysis, including selection among tax-free and taxable reorganizations and dispositions
  • Family business succession planning
  • Long-term tax planning
  • Retirement planning, including qualified and non-qualified plans
  • State and local tax planning
  • Estate and gift tax planning
  • Financial projections and forecasts
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