Retirement Plans

Our firm serves helps with:

  • Planning
  • Reviewing
  • Representing Retirement Plans Before the IRS
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Retirement Plans

Our Firm works closely with actuarial and benefit firms, but we also have in-house expertise relative to planning, reviewing, and representing retirement plans before the IRS. We can also draft and advise clients regarding structure, funding, and implementation of non-qualified retirement plans. An integral portion of both income tax and estate tax is the usage of the proper retirement planning vehicles.

Whether it is the preparation of a retirement plan income tax return, the review of an existing plan, modifications of a plan, or structuring and implementing the best plan for a firm, our firm can assist.

Experience speaks for itself!

We provide strategic tax planning, business planning and legal representation for clients throughout North America and various foreign jurisdictions.


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