Client Advisory Services
Wealth Transfer and Gifting Strategy
Moves assets to the next generation deliberately, at the lowest tax cost the law allows.
Professionals who handle Wealth Transfer and Gifting Strategy
Certified Taxpayer Representative™ holders are listed first, then by membership level. Every listing is a licensed professional reviewed by hand before it appears.
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Other work in client advisory services.
- Retirement PlanningYou get a clear answer on whether you are actually on track to retire when you want to, and what to change if you are not.
- Expense Reduction AnalysisA line by line review of what you spend that typically finds recurring costs you forgot you were still paying.
- Business Valuation ServicesTells you what your business is genuinely worth, which you need for a sale, a buyout, a divorce, or an estate.
- Estate Planning CoordinationMakes sure your tax picture and your estate documents agree with each other, because conflicts surface at the worst time.
- Succession and Exit PlanningBuilds the plan for handing off or selling the business years before you need it, which is what protects the value.
- Cash Flow Forecasting and ManagementShows you what your bank balance will look like months ahead, so payroll is never a surprise.
- Budgeting and Financial ModelingTurns your plan for the year into numbers you can actually measure against month by month.
- Key Performance Indicator DashboardsPuts the handful of numbers that actually drive your business on one page you can read in a minute.
This page is general information about how the IRS handles this kind of matter. It is not advice about your situation, and no outcome is being promised. Results depend on your own facts. Speak to a licensed professional before you act. The directory is a free member benefit of Tax Resolution Academy®, and there is no way to pay for a higher position in it.