and small businesses with their tax preparation and strategic planning needs. Our new home purchases/sales, secondary homes, rental properties, student loans, adoptions/child/, healthcare, IT/software, online businesses, marketing, professional services, publishing, real estate, restaurants, retail, talent management

small businesses for over thirty years. My areas of expertise cover residential and commercial real estate transactions, leases, rental agreements, landlord-tenant disputes, contract drafting, negotiations and review, estate planning (wills, trusts

Administrator and Recordkeeper for company-sponsored retirement plans, such as 401(k), 403(b) well for businesses, employees, and investors, while also offering access to alternative investments including real estate, private stockhas the expertise to offer tailored retirement plan solutions that meet the unique needs