Financial Services
Your current and future financial health is dependant on recognizing needs and responding with proactive strategies. That often requires professional guidance so nothing is overlooked and decisions are made based on solid information.
Thomas P. Craig, CPA, PC’s approach includes:
- Financial and retirement decisions including successful implementation and periodic reviews
- Comprehensive estate planning and financial analysis – Effective estate and gift planning facilitates an orderly transfer of assets to beneficiaries and can reduce or eliminate taxes due on transfer of business and other assets. We guide business owners through the complex process of continuity and succession of ownership.
- Gift planning
- Family wealth preservation
- Trust administration (including wills, trusts, and estate workshops) – Trusts differ from estate planning and should include a periodic review and all provisions of the trust. We offer goals and objectives. Our services include helping with accurate record keeping and reporting, trust accounting, collection and distribution of income, and tax services.
- Pension & profit sharing plans
- College funding strategies: – 529 plans – FAFSA preparation and assistance – Coverdell EAS’s – Qualified education programs
There is more than meets the eye. Let’s talk.