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Tax Planning

Our sister company, M. Freedman & Co., Inc., offers comprehensive tax planning services.  These services include:

  • Federal, state, local and international tax planning and tax returns for individuals, partnerships, corporations and LLC's
  • Estate, retirement and benefits planning
  • Insurance planning and risk management
  • Business acquisitions, sales and valuations
  • Litigation support and expert witness services
  • Business management and family office services
  • Life events planning
  • Eldercare services


 
 
 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.