Wealth Management - accounting consultants
In today's uncertain economy and with rapidly changing tax legislation, planning for your future is essential for high net worth individuals, business owners and executives. Whether you are selecting a trustee, planning your estate, developing short and long-term financial strategies or devising a succession plan for your business, Feeley and Driscoll's Boston, Massachusetts accounting consultants can help you develop a plan to achieve your goals. Since your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth. Our wealth management services include:
- Audit, accounting, and CPA services
- Cash-flow forecasting and budgeting
- Education planning
- Income tax preparation and projections
- Tax savings strategies
- Compliance check-ups
- Federal and state advocacy
- Estate tax planning, strategies and analysis
- Succession planning for businesses
- Life insurance evaluations and strategies
- Wealth transfer analysis
- Family gifting strategies
- Family office services
Try Our Calculators
Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features our calculators offer:
|1040 Tax Calculator
||How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
|Estate Tax Planning
||Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
||Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
|Basic Financial Calculator
||This works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.
||This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Find out how our expertise in wealth management and forensic accounting can add value to your business. Email us or call us at 1 (888) 875-9770.
Audit, Assurance, Accounting, & CPA Services
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Wealth Management Services
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FIN 48 Summary
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