Industries

Our firm can work closely with your attorneys, investment advisors and insurance agents to help you achieve significant financial success. We have extensive experience in areas that are important to meeting the needs of high net worth individuals, including:

• Gift and estate tax planning
• Gift, estate and fiduciary tax return compliance
• Charitable gift planning
• Family limited partnerships
• Trust administration
• Trust planning (charitable, grantor retained, personal residence, life insurance and revocable)
• Assistance with investment strategies and wealth management
• Stock option planning
• Personal financial statement preparation
• Business valuations
• Private foundation tax reporting and administration

For more information please contact us at 336-294-4494.

Contacts for this Industry

Pat Price, CPA, Partner
Freddy Robinson, CPA, Partner
Tracey Murphy, CPA, Partner
Kevin Witriol, CPA, Senior Manager
Lory Hartmann, CPA, Senior Manager
Seldon Patty, JD, CPA, CVA, Consultant