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Our Team
Daniel J. Hellmann, CPA
Debra S. Pitschman, CPA
Evan Callahan, CPA
Gil Davis, CPA/PFS
David J. Mesko, CPA
Sarah McPhee, 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
Want to add estate planning? Start by thinking about fee models
December 11, 2025
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
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