TAX
PREPARATION
Every individual and business wants to pay less taxes, that’s
why J.L. Cohen & Associates, Ltd. has consistently maintained
a high level of expertise in the tax laws and legislation to help
our clients define the right overall tax position, designed to
minimize their taxes. Our proactive approach to taxes sets us apart.
Whether you are an individual or business, our approach will
be tailored to your needs. We can assist you in the following
areas but not limited to:
• Tax Filing
• Individuals
• Businesses
• Estate & Trusts
• Exempt Organizations
• State and Local Tax
• Partnerships
• Corporations
PLANNING - OWNERSHIP SUCCESSION
An Important facet of successful business planning is developing a strategy for
ownership succession. This transition service is one that J.L. Cohen & Associates,
Ltd. is able to address in many different formats. The issue, of course,
is who will own and operate a company when its present ownership is no longer
available do so.
Whether a change in ownership is due to a death, a gradual shifting
of ownership from one generation to the next, or to a merger or
a sale to a third party, the contingencies should be mapped out
to ensure the security of the company. A delay in determining the
future of a business can lead to unfortunate economic consequences,
as well as income tax or estate tax consequences. Therefore, the
decision to name our firm as part of your planning team can be
critical in avoiding these consequences. Click here to read the
full article...
PLANNING - PERSONNEL
SUPPORT SERVICES
J.L. Cohen & Associates,
Ltd. offers non-traditional services in other areas of company
management. Our expertise can be and has been called upon to
offer help, devise plans, review options, and offer advice in
many areas ancillary to the practice of good business. Here are
some other concerns for which we are available.
Click
here to read the full article...
PLANNING - ELDER CARE MONEY MANAGEMENT
PROGRAM
ElderCare is a money management program for older family members provided by
the professional team at J.L. Cohen & Associates, Ltd. ElderCare allows
older family members to maintain an independent lifestyle supported by the
direction and guidance of an experienced Certified Public Accountant. This
guidance extends beyond required financial services to include an array of
other personal needs.
The firm plays the role of advisor, consultant, friend, and even
extended family member, to ensure the quality care of our client
or your family’s elder members. Click
here to read the full article... |