- Over 20 years of proven results for small businesses; with a focus on financial and tax management.
- Proactive style with innovative solutions for busy "jack of all trade" business owners.
- Proven success using "Out-of-the-box" thinking in an Executive Coaching or leadership building model. Sessions are results-oriented with a watchful eye on the cost/benefit of our services.
- Expert in 1031 Real Estate Swap transactions, rental property and nexus issues.
- Employee management; including policy manuals, compensation planning and incentive programs.
- IRS Audit preparation and defense with a record of 99% "closed, no change" since 1987.
- Succession, retirement and estate planning utilizing CRAT, CRUT, GRUT and other advanced techniques.
222 International Drive, Suite 160
Portsmouth, New Hampshire 03801
Phone: (603) 431-3322 Fax: (603) 430-9621