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High Net Worth Individuals
With significant wealth comes complex tax issues, including but not limited to income, gift, and estate tax considerations. Our multidisciplinary accounting and audit practices deliver the counsel, skill and experience to help you preserve accumulated assets, whether they involve real estate, S-corporation, partnership issues, charitable contribution calculations, closely-held business issues, private foundation minimum payouts, promissory note payment, amortization schedules and assistance in tracking the cost basis of investments, or pension and compensation matters. Never fill out another form. Never again be involved in the process of filing returns. But never be in the dark. 
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Lawrence Gitlitz, CPA |
When Retirement accounts are the largest element of your portfolio Charitable gift giving strategies for the new rules Minimizing taxes in your estate planning and planned giving Is deferring compensation right for you right now? Can Insurance really bullet-proof your estate plan or is it bluff? |
