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Our Team
Daniel J. Hellmann, CPA
Mark A. Ulishney, CPA
Gil Davis, CPA/PFS
Debra S. Pitschman, CPA
David J. Mesko, CPA
Services
Accounting, Assurance and Auditing Services
Business Valuations
Comprehensive Tax Planning
Cost Segregation Studies
Divorce Planning
Employee Benefit Plans
Estate Planning
Internal Audit Services
LIFO Services
Litigation Support
Management Advisory Services
Temporary CFO’s & Controllers
Industry Groups
Career Colleges
Construction
Government
Health Care
Manufacturing
Non-Profit
Real Estate
Restaurant & Retail
CSD Financial
Tax Resources
Careers
Contact
Accounting News
3 types of trusts that could help wealthy clients’ estate plans
August 26, 2024
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
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