Risk Management

• Insurance
• Business Liability
• Key Employee
• Auto
• Home
• Life
• Disability
• Captive Reinsurance Programs
• Legal Review and Representation

Banking & Credit Management

• Reverse Mortgages
• Residential Mortgages
• Commercial Mortgages (Recourse and Non-Recourse)
• Lines of Credit

• Healthcare Planning
• Health Insurance
• Long Term Care Insurance

Accounting Services

Tax Mitigation Strategies

• Tax Repurposing Program
• Deferred Tax Strategies
• 1031 Exchanges
• Deferred Sales Trusts
• Delaware Trusts
• Installment Sales
• Ensured Installment or Structured Sales

Charitable Planning and Asset Transfer

• Charitable Gift Annuities
• Charitable Remainder Trust

Estate Planning

• Trusts/Will Review
• Legacy Planning
• Medicaid Planning
• Medical Power

Cost Recovery

• Cost Segregation Studies
• Property Tax Recovery
• Energy Tax Incentives
• Energy Efficiency Studies
• Sustainable Building Retrofits
• Manufacturing Tax Credits