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.