Consulting

Tremper and Company, LLP plays a crucial role in developing personal financial planning and tax saving strategies for our clients. A sample of services we offer:

Tax Planning

• Individual and business income tax planning
• Family partnership planning and accounting
• Tax research of complex transactions
• Charitable trust and private foundation annual report and tax preparation
• Representation in cases of IRS challenge and audits

Estate Planning

• Review current estate plans and make recommendationg for improvements
• Perform business valuations for estate and gift tax purposes
• Assist with charitable gift planning
• Prepare estate tax, gift tax and fiduciary income tax returns

Financial and Retirement Planning

• Analysis of cash flow and investment objectives
• Retirement planning
• Roth and other IRA analysis
• Qualified retirement plans (profit sharing, 401(k), etc.)
• Assistance with family business succession planning
• Insurance review