CLIENT RESOURCES
Transparency • Advocacy • CollaborationDivorce
This toolkit helps people who are separating or divorcing understand how tax rules might affect their options and future finances:
Planning is essential for success in all aspects of life, including separation and divorce. This checklist is designed to help you achieve a successful divorce:
DFP Preparing for Divorce Checklist
This checklist is intended to help consumers cost-effectively instruct legal and financial experts:
Business Owners
Great article about tax law changes and how they affect professional corporations:
Legacy
Useful questionnaire prepared to assist you when deciding your testamentary intentions: