Andersen Tax

Andersen Tax


Retirement Planning & Business Succession

Retirement is a period of refocusing energy and Andersen Tax understands that the focus of each individual is different. Regardless of your unique plans for the next phase of your life and career, Andersen Tax will develop a plan that is consistent with individual objectives. We take a comprehensive approach to planning that considers your individual financial and long term care needs. We can assist you with the orderly transition of assets in the most effective and tax efficient manner.

We have expertise assisting clients in developing and implementing their succession goals and objectives, considering family dynamics, individual needs and wealth preservation issues. The following are examples of the services we provide to clients:

  • Evaluating family involvement in leadership and ownership of assets
  • Identifying successors and necessary training
  • Considering estate planning implications
  • Evaluating transfer options and reviewing corporate structure
  • Developing a financial plan for succeeding generations
  • Preparing business valuations
  • Determining the best timing for implementation
  • Providing for inactive family members
  • Preparing financial modeling to determine cash flow needs
  • Evaluating and minimizing income and transfer taxes