The Business People

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Rice Business Law

Rice Business Law has been providing legal counsel to companies, partnerships, limited liability companies and individuals for over two decades. Their mission is to serve and assist with a variety of business activities, such as corporate and commercial services, mergers and acquisitions, banking and finance, commercial real estate acquisitions, sales, development, construction and financing, tax planning and advice, partnerships and joint ventures, business succession planning, wills, trusts and estates and probate. The team at Rice Business Law is highly experienced in all areas of corporate law and transactions. They provide comprehensive legal advice and services to ensure clients’ success in various business endeavors. They offer tailored solutions that are customized to their clients’ needs, and strive to ensure the best possible outcome.

Morris Estate Planning Attorneys

Morris Estate Planning Attorneys is located in Las Vegas, Nevada and specializes in providing probate and estate planning advice. Our firm is dedicated to helping individuals and families with their estate planning needs. We are knowledgeable and experienced in assisting clients with asset protection planning, business succession planning, trust administration, and gift planning. Our team of professionals is committed to delivering high quality service and individualized advice. At Morris Estate Planning Attorneys, we strive to make our services as convenient and accessible as possible. We are available early in the morning from Monday through Friday, and are always available to answer questions related to probate and estate planning. We look forward to helping you with your estate planning needs.

Mark Swatik, Esq MBA

Estate Planning; Revocable Living Trusts and all types of Irrevocable Trusts (Dynasty Trusts, Grantor Retained Trusts-GRATS/GRUTS, Intentionally Defective Grantor Trusts-IDGT, Qualified Personal Residence Trusts-QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPS, Spousal Lifetime Access Trusts-SLAT, and Charitable Remainder/Lead Trusts-CRATS/CRUTS; IRA/Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business Succession Planning; Corporate Litigation, Special Needs Planning and Elder Law.

Sanders & Montalto

As an Essential Business we are still open and still offering in person meetings as well as Telephonic, Face time, Skype and Zoom meetings. Specialties Estate Planning; Revocable Living Trusts and all types of Irrevocable Trusts (Dynasty Trusts, Grantor Retained Trusts-GRATS/GRUTS, Intentionally Defective Grantor Trusts-IDGT, Qualified Personal Residence Trusts-QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPS, Spousal Lifetime Access Trusts-SLAT, and Charitable Remainder/Lead Trusts-CRATS/CRUTS; IRA/Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business Succession Planning; Corporate Litigation, including Manufacturer Representation law.

Catalano Caboor & Co

At Catalano Caboor & Co, we are a full-service certified public accounting firm providing a wide range of services to help businesses and individuals manage their finances. Our CPAs specialize in topics such as certified business valuations, adoption tax credits, research and development tax credits, Illinois film production tax credits, live theater credits, film accounting, music royalties, entertainment industry-related accounting, political campaign accounting, forensic accounting, back taxes, multiple state tax returns, tax planning, QuickBooks ProAdvisor® training and support, litigation support, business consulting, business succession planning, IRS representation, tax planning for veterans and more. We have experience in various industries like transportation, construction, automotive, entertainment, printing, advertising, non-profit, manufacturing, medical services, real estate, broadcast media, retail, and more. Our audit services include audits of 401(k) plans, not-for-profit organizations, and small businesses. Additionally, we have an accountant who speaks Afrikaans. Our firm is committed to helping you with all your financial needs. Get in touch today to find out how we can assist you.  Visit our website for further information about COVID-19 matters.

Steven J Fromm & Associates, PC

Our law firm, Steven J Fromm & Associates, PC, is dedicated to delivering quality legal services in a timely manner to our individual, small business, corporate, LLC, trust, and estate customers. We offer a vast range of estate and tax services, including: Estate and Probate Administration, Estate Planning with Wills, Trusts and Durable Powers, IRS, Pennsylvania and Philadelphia Tax Representation, Tax Planning and Preparation for Individuals, Estate & Trust Tax Preparation, Tax Planning and Preparation for Corporations, Partnerships, Trusts, Estates and Small Businesses, Formation of Corporations, LLCs, Partnerships, International Tax Matters such as FBAR Matters and Streamlined Foreign Offshore Program, Business Entity Selection, Business Succession Planning, Buying & Selling a Business, Mergers & Acquisitions, Pension & Profit Sharing Plans, Retirement Planning, Tax Exempt Organizations: Formation, Planning and Compliance, and Expert Witness in Tax Matters. If you need any other legal or tax service that is not listed above, please do not hesitate to contact us.

Houser Law Firm

Houser Law Firm, P.C. is a law firm that specializes in wealth law at the state and federal levels. They prioritize personalized client care and utilize their experienced team when it comes to strategic asset protection, business succession planning, probate administration, and fiduciary litigation. The firm is dedicated to providing quality services and strives to ensure the best results for their clients. The attorneys at Houser Law Firm have extensive experience in wealth law, which allows them to offer comprehensive services. They employ a meticulous approach to each case and remain involved throughout the process, ensuring that their clients receive the best possible outcome. The firm also emphasizes communication and works with clients to create custom strategies tailored to their specific needs.