Long-term Planning:

• Discuss goals (Investment, Personal, Professional)

• Review and summarize estate plans

• Review retirement options

• Facilitate family meetings and legacy discussions

• Multi-generational education and support

• Review trust agreements

Short-term and Medium-term Planning:

• Investment data analysis

• Analyzing cash flows

• Creating custom Excel models

• Review investment asset allocations

• Review entity and investment structures

• Review operating and partnership agreements

• Review real estate investment opportunities and activities

• Review compensation or employment agreements

• Review jet and boat usage and arrangements

• Develop summaries and entity allocations

Personal and Business CFO Options:

• Serve as CFO and/or CAO for companies, as needed

• Coordinate with existing advisors or support staff

• Correspond and negotiate with the Internal Revenue Service (IRS) and state tax authorities.

• Resolve tax controversy matters

• Bookkeeping and expense analysis

Prepare or review various tax returns, including:

• Individual (1040 & 1040NR)

• Gift (709)

• Trust (1041)

• Partnership (1065)

• Partnership allocations

• Corporate (1120)

• Book and Tax adjustments

• Schedules K-1 and M-3

• Passive Foreign Investment Company (PFIC) calculations

• FATCA Compliance

• Foreign tax credits

• Tax equalizations

• Foreign trust review and compliance including Forms 3520 and 3520A

• Report of Foreign Bank and Financial Accounts (FBAR)

Utilize a holistic network of resources for Goal Actualization:

• Legal

• Accounting

• Tax

• Insurance

• Family Office

• Large Asset Management (Homes, Jets, Boats, etc.)

• Security

• Addictions

• Education

• Coaching

• Personal Development