Effective estate and trust planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce the tax burden associated with the transfer of your business to successors.
At Hall & Company, our team of estate and trust planning experts guide you through the complex process of getting your financial affairs in order. We partner with the very best attorneys in Orange County to provide exceptional, comprehensive planning for our clients.
Please contact us for a complimentary consultation.
Hall & Company Services
- Research and Development Tax Credit
- Audits, Reviews and Compilations
- Employee Benefit Plan Audits
- Financial Forecasts & Preparation
- International Taxation
- Business Consulting
- Cash Flow and Budgeting Analysis
- Estate Planning
- Estate & Trust Tax Preparation
- Cost Segregation Services
- Mergers & Acquisitions
- Business Entity Selection
- Business Valuations
- Business Succession Planning
- Buying & Selling a Business
- Litigation Support
- Expert Witness Services
- Pension & Profit Sharing Plans
- Management Advisory Services
- Forensic Accounting
- IRS & Multi State Audit Representation
- Sales Tax Services
- QuickBooks Consulting