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Law Offices of Robert P Bergman
San Jose,CAthe preparation of foundational estate planning, including the use of customestate planning tools such as life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement Plan -
Andrews & Pontius Law Firm
Ashtabula,OH Legal Advice, and auto accidents. They also design strong defense strategies for traffic violations, drunk driving events, and juvenile take advantage of their expertise in: Corporate law Estate planning Business litigation School law Probate court There's -
DiPietro Law Group, PLLC
Fairfax,VA Legal Advicea range of family law, business law, and estate planning matters. Whether you are currently going through a attorneys offers a collaborative approach and personalized legal strategies tailored to your unique needs. They treat every -
Margaret T. Karl Attorney at Law
Olmsted Falls,OH Legal Advicepeace of mind by offering comprehensive estate planning services. She guides people through , Medicaid planning and applications, planned gifting, long-term care planning, tax minimization and real estate transfers. strategy is customized to achieve their goals. She goes the extra mile in making the estate planning -
Matthews Financial & Insurance Solution
Oakland,CA Commercial InsuranceFinancial Servicesof the box strategies. Life Insurance Long Term Care Section 125 Plans 401k plan Key Person Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Our job is help you reduceBuy/Sell Agreements & Funding Split Dollar Estate Creation Business Loan Protection Estate Planning -
Custom Accounting CPA
Brooklyn,NY Financial Servicestraining as a Certified Tax Coach and can create a personalized tax strategy that will save you thousands. A traditional tax preparer knows how to because we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and -
Fruition Advisors
Berkeley,CA Financial ServicesCompany OpeningFruition Advisors LLC provides comprehensive financial planning and investment management services including: cash flow & budgeting, saving & investing, retirement planning, insurance analysis, education planning, employee benefits, real estate planning, tax planning, estate planning, and charitable giving. Fruition -
The Lee Accountancy Group
Oakland,CA Financial Servicesbusinesses, and much of our work focuses on taxes and accounting. But we believe we set working with individuals to help them with financial planning, estate planning and elder care. We work with our clientsfor their children's education, helping them with estate planning and taking care of their aging parents -
StackedLife Financial Strategies
Oakland,CA Commercial InsuranceFinancial ServicesCompany OpeningFinancial strategies for startup employees, business owners, and real estate investors. Improve personal and business cash flow Employee stock option strategies Real estate investment Tax-free retirement income Estate planning -
Beryl Business Solutions
Napa,CA Financial ServicesCompany OpeningFinancial Planning Bookkeeping Tax Planning Estate Planning Insurances Investments Real Estate Financing Real Estate Consulting Loan Modifications/Short Sales Business Formations Business Law Mortgages -
OBA Tax Consultants
Alameda,CA Financial ServicesTaxes and Accounting often create anxiety, particularly for individuals, your long-term success and create smart accounting & tax strategies that plan for your future. We work with you -
Grand Canyon Planning Associates
Scottsdale,AZ Financial Servicesdesign comprehensive estate and financial plans that best fit your goals. We Specialize In: - Estate Planning - Retirement Planning - Tax Planning - Veteran's Long-Term Care - Social Security Strategies -
Stone & Sallus
Manhattan Beach,CA Legal Advicefirm, emphasizing in business law, real estate law and estate planning. The firm handles all facets of these practice areas, including planning, drafting, negotiations add value through effective legal solutions and strategies. We work closely with our clients in -
Lynk Law
Glendale,CA Legal Advice. specializes in estate planning, trust administration and probate law. We help clients avoid probate and minimize estate taxes by establishing take over a family business through proper succession planning and buy-sell agreements. -
Greenberg Bitton LLP
Beverly Hills,CA Legal Advicea business law problem, want to draft an estate plan, or do anything similar, they can guide you a wide variety of practice areas, including tax law, business law, estate planning, and more. No matter how complex -
Scalco Financial
Long Beach,CA Financial ServicesCompany Openingclients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business -
The Financial Architects - Orange County
Orange,CA Financial ServicesCommercial InsuranceTax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need -
my5year
Los Angeles,CA Financial ServicesCompany Opening, finance, and human behavior. -Retirement Planning (tax free, tax deferred, no fees). -Wealth building plans & investing for the future. -Full & executive analysis. -Career Counseling & Career Advancement Strategies. -Re-Structuring of Retirement Strategies -Financial needs analysis. -Athletic Department research -
Bogart Wealth
McLean,VA Financial ServicesCompany Openinginclude: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization -
TPI Group
Vienna,VA Financial Servicesstrategies and solutions. Accounting / Bookkeeping Planning & Preparation IRS Audit and Tax Resolution Payroll Services Financial Planning Service Investment Management Estate Planning Strategies Retirement Planning