Consulting

In some cases, the complexity of an individual or family’s situation will require more specialized advice, whether it be extensive tax planning, estate and wealth transfer planning, or business valuation and transition planning.  We are able to draw on the expertise of a deep bench of consultants in each of these areas through our parent company, Barfield, Murphy, Shank & Smith (BMSS).

Tax Planning Services

Tax planning and consultation is optimally provided through proactive planning and timely service – not just during tax season.  BMSS tax professionals are highly skilled and experienced in the intricacies of individual, corporate, federal, state, and local taxation.  Specialized tax services include but are not limited to:

  • Individual federal tax planning and compliance
  • State and local taxes
  • Estate and gift taxes
  • International taxation
  • IRS dispute resolution
  • Stock options
  • Employee Stock Ownership Plans (ESOP)

Estate Planning Services

Estate planning is not a one-time event, but a continual process to ensure a client’s legacy.  BMSS professionals help clients to develop an estate plan and then adapt it as circumstances change.  A strategic estate plan may involve:

  • Analysis of assets
  • Asset protection planning
  • Asset valuation
  • Business succession planning
  • Charitable planning
  • Consideration of life insurance
  • Minimization of taxes, if possible
  • Planning for a family’s financial security, future education, and retirement
  • Selection of beneficiaries, guardians, and personal representatives
  • Wealth transfer to beneficiaries
  • Will and Trust establishment

Business Valuation Services

Business valuation is a first step toward a wide range of strategic and long‐term planning decisions. Each of our Certified Valuation Analysts has the knowledge, training and experience to serve the needs of our clients related to each of the following:

  • Business succession planning
  • Buy-sell agreement
  • Estate and gift taxes
  • Financial modeling & benchmarking
  • Management buyouts
  • Mergers and acquisitions
  • Transaction support
  • Wealth transfer