Estate
Planning
HA&W's
Advisory and Business Services Group is a team of professionals
with expertise in financial and estate planning, investments,
law, accounting, taxation and insurance. The group's primary
focus is to understand our clients' goals and objectives
and deliver an integrated solution tailored to meet these
goals and objectives, both in the short and long-term.
HA&W's
integrated financial services include:
- Tax
Services - Our core tax services include tax planning
and consulting, return preparation and tax research. We
take a customized approach to our clients' tax strategies,
and each income tax plan is developed a year or two in
advance. Plans are updated periodically and implemented
accordingly, and may include income tax planning for sales
of stocks, exercise of qualified and non-qualified stock
options and other significant transactions. Taking a proactive
approach to tax planning, and working together as an integrated
team of professionals, enables us to efficiently prepare
individual, partnership, and corporate income tax returns.
- Estate
Planning - We develop dynamic strategies that help
clients fulfill their wealth transfer objectives. Our
planning process integrates their family, business and
charitable goals to maximize the capital transferred,
while minimizing taxation. Our professionals work with
our clients' attorneys and other professionals, and utilize
a variety of techniques, such as family limited partnerships,
trusts and charitable entities. Our services include analysis
of wills and trusts, estate and trust administration,
and the preparation of estate, gift, fiduciary and non-profit
tax returns. To learn more about these services, contact
Robert Arogeti at 404-898-8209.
- Wealth
Management - Our investment advisors work
with our clients to develop customized wealth management
strategies. We utilize the research of outside professionals
to select top professional money managers, both institutional
and retail. Each client's portfolio is customized according
to factors such as risk tolerance, the impact of taxes
and inflation, and short and long-term market expectations.
We also provide clients with consolidated financial statements
detailing their investment holdings. Click
here for more information.
In
addition to these core service areas, we have professionals
on staff who specialize in business valuations, elder care
planning, employee stock options, executive compensation
and merger and acquisition
consulting. |
