Risk & Financial Management

  1. Employee Benefits, Pension & Profit-Sharing Plans (Planning & Implementation)
  2. Long Term Planning
  3. $ Monetary Services
    A. Negotiable Instruments
    B. Mortgages
  4. Insurance
    A. Health Insurance
    B. Disability Insurance
    C. Life Insurance- Whole Life,Term, Universal Etc.
    D. Long-Term Health Care Insurance
    E. Home Owners Insurance
    F. Automobile Insurance
    G. Umbrella Liability Insurance
    H. Evaluating the Strength of Insurance Companies
  5. How to Pay for a College Education
  6. Mortgages and Home Equity Loans
    A. Real Estate & Home Loans
    B. Home Equity Loans
    C. Reverse Mortgages
  7. Credit Card Planning
  8. Getting Out Of Debt
  9. Surviving a Financial Crisis
  10. Business Restructuring
  11. Bankruptcy
  12. Other Borrowing Strategies
  13. Divorce Planning
  14. Succession Planning
  15. Shield Assets From Creditors & Liability Lawsuits
  16. Life Stages - Financial Guide

Tax & Accounting Services

  1. Business Entity Selection, Incorporation & Document Preparation
  2. Residential & Non-Resident Tax Registration & Tax ID Numbers
  3. Accounting Software Selection, Implementation, and Support
  4. Accounting Services
  5. Bookkeeping/Write-up
  6. Income Taxes-Individual, Business, Not-for-Profit, Etc
  7. Tax Forms, Organizer & Services
  8. IRS, State or Local Tax Audit or Collection Representation
  9. International Taxation
  10. Estate and Trust Planning and Tax Preparation
  11. Improving Business Performance

 Business Appraisal & Litigation Support

  1. Business Appraisal (Valuation) for Various Purposes
  2. Business Restructuring, Mergers, Acquisitions & Sale
  3. Litigation Support and Forensic Accounting
  4. Succession Planning
  5. Divorce Planning & Business Appraisal (Valuation)
  6. Estate & Trust Appraisal (Valuation)
  7. Insurance Loss Claims Representation
  8. Wrongful Death Claims Representation
  9. Fraud & Misappropriation Investigation

Financial Statements and Business Loans

  1. Business Loans
  2. Debt & Financing Advise
  3. Audits, Reviews & Compilations
  4. Business Plans
  5. Financial Projections & Forecasts
  6. Business Appraisal, Litigation Support & Forensic Accounting
  7. Disability Insurance

Elder Care & Estates

  1. Elder Care Advance Planning
  2. Estate, Gift & Trust Planning & Tax Preparation
  3. Eldercare Planning
  4. Complete Insurance Protection Package
  5. Long-term Care Insurance
  6. $ Monetary Services
  7. Business Succession Planning
  8. Business Restructuring, Mergers, Acquisitions & Business Sale
  9. Insurance Monetary Services
  10. Social Security, Medicare & Medicaid
  11. Employment Ideas
  12. International Taxation
  13. Shield Assets From Creditors & Liability Lawsuits

 

Negotiable Instruments

Funding of an enterprise with the expectation of profit from the efforts of other people; Any note, check, draft, warrant, traveler's check, letter of credit, warehouse receipt, negotiable bill of lading, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust certificate, preorganization certificate or subscription, transferable share, valid or blank motor vehicle title; certificate of interest in property, tangible or intangible; instrument or document or writing evidencing ownership of goods, wares, and merchandise, or transferring or assigning any right, title, or interest in or to goods, wares, and merchandise; or, in general, any instrument commonly known as a ''Promissory Note'', or any certificate of interest or participation in, temporary or interim certificate for, receipt for, warrant, or right to subscribe to or purchase any of the foregoing, or any forged, counterfeited, or spurious representation of any of the foregoing. 18 USC

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Branch Office: Somers, NY 10589,  Tel: 914-276-7878
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