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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