Services

Accounting & Auditing Bankruptcy Support Business Valuation Employee Benefits, Human Resources, Executive Compensation, Executive Search & Retirement Planning Estate Planning Financial Due Diligence & Transaction Advisory Services Forensic Accounting & Litigation Support International Accounting & Taxation Management Information Systems Mergers & Acquisitions Outsourcing Personal Financial Planning/Elder Care Consulting SEC Filings & Compliance Tax Planning, Representation & Return Preparation

Estate Planning

You have worked hard to accumulate your wealth. We work hard to maximize it through careful estate planning. We can review your existing estate plan or construct a new one. RSSM experts coordinate with other professional advisors to help secure your heirs’ financial security. We specialize in estate planning for high net worth individuals, dual earner families along with multigenerational planning, business succession and wealth transference.

Our services include:

Gift and estate planning
Trust administration
Charitable giving planning
General financial planning
Business valuation
Planning for the transfer of family owned businesses

For information contact:

Martin Greenberg
(212) 303-1822
mgreenberg@rssmcpa.com

Carolyn Glynn
(212) 303-1893
cglynn@rssmcpa.com

Fred Shapss
(212) 303-1055
fshapss@rssmcpa.com

Hilton Sokol
(212) 303-9022
hsokol@rssmcpa.com

Alan Willinger
(212) 303-1011
awillinger@rssmcpa.com

We invite you to review our Lifelines e-mail blast.