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

 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

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

 

Estate and Trust Planning and Tax Preparation

Large estates are subject to high estate taxes and normally have in depth estate planning. However, planning also determines who receives what share of the estate, how and when the beneficiaries will receive their inheritance and income share, who will be the guardian for your children, who will manage your estate (executor, trustee, etc.) and be responsible for distribution of the assets, who will manage the funds that may pass to grandchildren, who will provide orderly continuance of sale of the family business and who will plan for plan how administrative expenses will be paid without delays.

Main Office: 50 E Main Street, Mt. Kisco, NY 10549, Tel: 914-244-4400, Fax: 914-244-0088
Branch Office: Somers, NY 10589,  Tel: 914-276-7878
help@cpasy.com
© 2010 Sy Schnur CPA/PFS, . All rights reserved.