Tax/Estate Planning

In today’s business environment, tax ramifications are an integral part of most of the business decisions. With ever changing tax law, the implication of such changes can be drastic. We customize client tax planning so our clients can take full advantage of the benefits allowed under the current tax law.


“We have done succession and estate planning for several generations of our clients.”
Jerry S. Morino, Manager


Our services include the following:

  • Tax planning
  • Sale/purchase, gift and other types of transactions
  • 1031 tax-free like-kind exchanges
  • Estate/succession planning
  • Bank financing assistance
  • Investment advisory
  • Business valuation for gifts, sale/purchase of a business, divorce proceedings, and litigation support