Management, Technology and Financial Consulting

As an extension of our background as financial professionals, we offer consulting services in a variety of areas. As management consultants, we help assure that a clients business is operating as efficiently as possible. As technology consultants, we make recommendations on how to process financial and related data in a timely and cost-efficient way. As financial consultants, we assist our clients in achieving their financial goals and that financial risk with regard to catastrophes has been minimized. Our services as consultants begin with the following:

Management Consulting

· Budgeting
· Business plans
· Business valuations
· Forecasts and projections
· Internal control studies
· Operational audits / cost reduction analysis
· Break-even and profit margin analysis
· Training of financial personnel
· Cash flow management
· Sales, acquisitions, mergers and liquidations of businesses

Technology Consulting

· Evaluation of computer needs and budgeting
· Installation and maintenance of computer software packages
· Software training
· Financial software support

Financial Consulting

· Financial plans
· Retirement plans
· Insurance analysis
· Financing assistance – loan packages, debt restructuring, and refinancing

Estate and Trust Planning and Administration

Our estate and trust team can develop and administer a plan that assures that a client’s wishes with regard to heirs are executed and minimizes estate and gift taxes for your estate. Our services in this area include the following:

Federal Estate Tax Services

· Determine applicability of Federal Estate Tax
· Preparation of Form 706 Federal Estate Tax Return
· Post Mortem planning: Disclaimers
· Post Mortem planning: Alternate Valuation
· Audit Support
· Valuation Support

Gift Tax Services

· Gift planning
· Preparation of Form 709 Federal Gift Tax Return
· Valuation Support

Estate and Trust Administration Services

· Preparation of Fiduciary Accountings – National Fiduciary Accounting Standard Format
· Litigation Support

Fiduciary Income Tax Services

· Preparation of Form 1041 Federal Income Tax Return for Estates or Trusts
· Preparation of Form NJ1041 for Estates or Trusts
· Audit Support

Other Support Services

· Preparation of New Jersey Inheritance Tax Return
· Research Support – Federal and State Tax Issues
· Assistance with out-of-state tax compliance and issues