Services Provided by JCBAS
Complete planning & analysis for Individual, Partnership, Limited Liability Company, Corporation – both S or C, Trust, Estate And Gift & Non-Profit.
Development of complete business plan that incorporates owners view.
Comprehensive fee based financial planning that includes goal setting, budgeting, insurance review, retirement planning, estate planning, asset allocation, special needs planning, portfolio analysis and review of estate issues such as wills, trusts & durable powers of attorney.
Highly specialized estate structures for the wealthy. Disposition strategies that incorporate owners desires and need to care for family, friends and or charities. Review of highly concentrated wealth in a business and options for passing on the business.
Valuations for buy/sell agreements, estate purposes, divorce, sale & merger.
Special case by case analysis for economic, financial or other focus.