You might have all of the elements to create your financial future, but do you know how to orchestrate them to achieve that future dream? A good income, a thriving business, a sale that creates a windfall – they all may be elements on the path to success. However, without a knowledgeable partner, it’s easy to stumble or lose your way.
Don’t risk your future vision by trying to get there on your own. The advisors at KS&Co. can guide you to manage your wealth through sound financial planning techniques. Our wealth management clients enjoy a full range of tax, attest, and advisory services that help them to achieve their goals.
Tax and Wealth Management Services
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Tax services for citizens, residents, and non-resident aliens |
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Expatriate tax services |
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Estate tax services |
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Trust tax requirements |
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Foundation tax filings |
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Employee benefit plan analysis |
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Estimated tax analysis |
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Year-end personal income tax planning |
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Estate planning |
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Retirement planning |
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Charitable and non-charitable gift planning |
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Family wealth maximization |
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Cash management and investment planning |
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Insurance needs analysis and procurement |
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College education resource planning |
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Cash and debt management |
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Federal and state audit support and representation |
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Not-for-profit accounting consulting |
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Not-for-profit entity audits |
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Personal financial statements |
Several members of our family Financial services also are licensed financial advisors. Financial Advisory services are offered through our affiliate, KS Financial Advisors. KS Financial Advisors offers investment vehicles through Centaurus Financial, Inc., a registered investment advisor. For more information on KS Financial Advisors, visit the website at www.ksfinancialadvisors.com
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