Estate and retirement planning
Insurance review and recommendations
Tax implications of mergers and acquisitions
How Citrin Cooperman Can Help
Every major step in your both your business and personal life is going to affect your tax obligations. The strategy begins with research and planning. Gaining a full understanding of our clients’ business and personal situations is imperative to the process.
Understanding where a company operates, how it’s structured, and what stage it's at in the business life cycle allows our professionals to research options, formulate strategy, and tailor a plan to fit each unique business. Likewise, tax planning for individuals and families can differ depending on goals, responsibilities, and stage of life.
Our team is committed to carefully considering every alternative and working with our clients to develop a sound strategy for meeting and minimizing tax obligations.
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