Estate Planning
Missouri Society of Accountants
A member guided organization designed to promote education and standards for all accountants. Providing tax prepartion, estate planning, and business management.
www.missouri-accountants.com
Smith & Hinckley
Full service CPA providing payroll, taxes, trust and estate planning as well as QuickBooks and Peachtree training. Located in Atlanta.
www.cpaatlanta.com
McClanahan and Holmes, PLLC
CPA firm providing complete accounting, auditing, tax, payroll, financial statement preparation, estate and financial planning, and consulting services to the Northeast Texas and Southern Oklahoma areas.
www.mchcpa.net
David M. Jones
Provides life insurance and estate planning services in Naples.
www.davidmjones.com
Providence Financial Services
Provides financial, estate, and retirement planning in Western Australia.
www.providence.com.au
Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
www.financial-planning-mt.com
Kevin M. Burns & Associates, PA, CPAs
Provides full range of CPA services including estate planning and insurance. Cape Coral, Florida.
www.kmbcpa.com
T.M. Byxbee Company, PC
Specializing in accounting, auditing, tax, management services and estate planning. Located in Hamden.
www.byxbee.com
Ridgedale Financial Services, Inc.
Provides retirement and estate planning services to individual investors.
www.ridgedalefinancial.com
Aggressor Development Planning
In the South Texas Area, Aggressor provides the complete solution for plating, zoning, real estate, permits, and overall construction expediting.
www.sa-aggressor.com
National Association of Estate Planners and Councils
Organization of estate planners and affiliated estate planning councils.
www.naepc.org
Wallace Diack
Practices chartered accounting, business advisory, estate and property management, trusts, valuation and taxation planning.
www.wallacediack.co.nz
Equity Advantage
Offers retirement and estate planning services to senior citizens.
www.equity-advantage.com
Lawrence L. Richards, CPA
Encino firm specializing in business development, financial accounting services, tax preparation, elder care, and estate planning.
www.llrcpa.com
Cymric Family Office
Provides investment and estate planning, and philanthropy administration.
www.cymricfamilyoffice.com
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
www.rrsp.org
The Rushmore Group
A business and estate planning consultant.
www.rushmoregroup.com
Williams Financial Services Group, Inc.
Provides financial and estate planning, and investment management services. Articles, newsletter and glossary.
www.williamsfsg.com
University of Reading Department of Real Estate and Planning
Undergraduate and postgraduate programs in the UK. Features student information, staff, departmental publications, and news.
www.rdg.ac.uk
Steele Martin & Associates, CPA, PLC
CPA firm specializing in tax return preparation, small business services, Quickbooks training, eldercare and estate planning. Located in Jackson, Tennessee.
www.steelemartin.com
The Holleman Companies
Offers estate planning, executive benefits, and life insurance. Member of the M financial group located in Washington, DC.
www.hollemanco.com
Prosser Quirke Limited
Practices accounting, business monitoring and evaluation, cashflow projections, estate and taxation planning.
www.prosser-quirke.co.nz
Bilodeau Wells & Co.
Offer a range of services including estate and business planning, taxation, foreign related taxation, and pension planning . Includes information on partners and staff, qualifications and an over view of services.
www.bwc-cpas.com
Brenda M. Seligman, CPA, P.A.
Services for individuals and businesses include accounting and tax; estate planning and tax; bookkeeping, and peer reviews. Palm Beach Gardens, Florida.
bseligmancpa.com
Gineris and Associates, Ltd.
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.
www.ginerisltd.com
Long-Term Asset Management
Hong Kong based investment management firm. Services include setting up legal structures, advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing investment proposals.
www.ltermgroup.com
Patrick J. Murphy
Colorado-based CPA firm offering tax, financial and estate planning, accounting, recordkeeping, and business consulting.
www.murphycpa.com
Van Bulck & Company
Sumter, South Carolina, CPA firm offering accounting and tax services, estate and retirement planning, and business consulting. Site also offers a newsletter.
www.vanbulckcpas.com
Ron Short Insurance Services
Insurance agency located in Las Vegas offering life and health insurance as well as estate planning.
www.randrgroupmarketing.com
Rainmaker Marketing Corporation
Focus: business consulting - venture capital presentations, private placements, business planning, real estate development financing and other services
www.rainmakermarketing.com
Aerial Access
Full photogrammetric mapping services. In-house scanning, orthophoto production and printing for GIS-enabled systems. Offering both oblique and vertical, for real estate, engineering, and planning.
www.aerialaccess.com
Stephen A. Dubey
Chicago area CPA, income taxes, estate and business planning, and general accounting services.
execusite.com
Wealthco Financial Advisory Services Inc.
Provide investment and estate planning advory services. Features newsletter, financial links and tools.
www.wealthco.ca
Professional Advisors' Insurance Resource (PAIR)
Provides resources for fee-based advisors and estate planning professionals, including preparation of an objective spreadsheet analysis of top-rated insurance products.
www.pairesource.com
MDS Consulting Planners, Engineers & Surveyors
Full range of real estate development from community master planning to smaller scale urban redevelopment and public infrastructure projects.
www.mdsconsulting.net
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
www.herrcapital.com
Sky View Pictures
Aerial photography of New York City and vicinity, Manhattan landmarks, stock images, custom aerial photography for real estate, construction, legal, engineering and site planning.
www.skyviewpictures.com
Kohl & Company, CPAs
Provides full range of CPA services including estate planning and insurance. Lake Wales, Florida.
www.kohlcompany.com
The Coury Financial Group
Offers estate and succession planning, corporate benefits analysis, business and personal management consulting, and investment management.
www.couryfg.com
Asset and Wealth Protection LLC
Offers tax strategies, estate planning, asset and wealth protection.
www.assetandwealth.com
Richards/Sullivan Capital Resources
Information on advisory, due diligence, underwriting and strategic planning services to real estate investors.
www.Richards-Sullivan.com
DJ Tax Associates
Personal federal and state taxes, estate planning and preparation, private foundations, and payroll. Located in Branchburg, New Jersey.
www.djtax.com
Berkshire Life Insurance Company
Provides disability income, whole and term life insurance. Also offers estate, retirement and pension planning products, including annuities, IRAs and mutual funds.
www.theberkshire.com
American Group Funds
Offers workshops and consultations on the distribution, protection and accumulation of wealth. Includes information on annuities, insurance, estate planning, and asset protection. Based in the US.
www.americangroupfunds.com
The Falbey Group Consultants
A multidisciplinary and strategic planning advisory group for real estate developers with over 30 years experience solving development problems.
www.falbeygroup.com
Valuation Strategies, LLC
Providing valuation analysis of interests in closely held business enterprises for estate and transition planning, litigation support. Based in Eugene Oregon.
www.valuestrat.com
Croft, Drozd & Company
CPA firm offers accounting, business valuations, and estate planning in suburban Philadelphia, Pennsylvania.
www.croftdrozdcpa.com
Denise M. O'Dell
Certified Public Accountant providing tax, financial and estate planning, accounting, recordkeeping, business consulting, and computer consulting in Washington, New Jersey.
www.denisewrightcpa.com
DHP Associates
Project management and quantity surveying company based in the Bahamas providing, arbitration, mediation in real estate investment analysis, construction cost planning and estimating services.
www.dhpassociates.com
Falco Sult & Company, CPAs
Located in Redmond, Falco Sult & Company specializes in 'Part-time CFO' services including management and computer consulting and tax, estate, and retirement planning.
www.falcosult.com
Bavage Chapman Ltd
Offers general and rural specific accounting, taxation, financial projections, trust and estate planning services.
www.bavagechapman.co.nz
FP Books
Books, videos and training courses from personal finance, practice management to retirement and estate planning.
www.fpbooks.com
Gill Advisors Inc.
Professional services firm creates solutions for corporations that integrate real estate strategy into the process of Business Continuity Planning.
www.gillinc.com
Briggs & Lancaster
Preparation of personal or business income tax returns. Offers full service bookkeeping, insurance and estate planning. Office in Dallas, Texas.
www.briggsandlancaster.com
The Nautilus Group
Advisory firm offers estate and business planning, a service of New York Life.
www.newyorklife.com
Wurmbrand, Lerner & Graham
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.
www.wlg-cpas.com
Boomer Books
Books and information for dealing with aging parents, health discoveries, and dietary supplements, trusts, probate, and estate planning, volunteering opportunities, and retirement goals.
www.boomer-books.com
Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
www.reidtax.com
Elder Planning & Insurance Specialists
Request term life insurance quotes online. Also offers estate planning and trust services. Specializes in the "over 50" market. Based in Riverside. CA and OR licenses.
www.ElderPlanningInsurance.com
EEI
Services include commercial real estate environmental due diligence, environmental investigations, project management, audits of facilities which generate hazardous and non-hazardous media, remediation evaluation, engineering, planning, and implementation; and litigation support.
www.eeitiger.com
Brazil Planning
Design, construction services and environmental architecture, as well as a real estate consultant in the Western US and South America. Includes brief introduction and links.
www.angelfire.com
Grossberg Company
Bethesda, Maryland, Certified Public Accountant firm providing accounting, tax, and estate planning services.
www.grossberg.com
Klingbaum Barkin Chartered Accountants LLP
Toronto chartered accountant firm offering accounting, income tax & estate planning services to individuals, small business & corporate clients.
www.klingbaumbarkin.com
KBST&M Cpa's & Consultants
CPA firm providing a range of services including accounting, tax, investment advisory services, estate and succession planning to businesses and individuals.
www.kbstm.com
Facility Management Services
Provides consultancy and advocate services for facility managers and companies requiring facility management support. Services include planning, operations, health and safety, security, real estate, and project management.
www.fms-sc.com
Bertuzzi & Company
Tax, financial and estate planning, accounting, business consulting, audits, and computer consulting. Located in Towson, Maryland.
www.bertuzzi.com
StrattonTurner, LLC
Offers advice regarding retirement, investment, estate planning and employee benefits.
www.strattonturner.com
Russell E. Ingledew, CPA
La Jolla practitioner offering income tax, trust, and estate planning for individuals, sole proprietors, partnerships, and corporations. Includes biography, specialties, and practice information.
www.lajollacpa.com
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
www.alden-capital.com
Allorto, Fox & Co.
Business accounting and personal accounting, estate planning, tax planning and business consulting, based in in Westfield, New Jersey.
www.allortofox.com
Journey Caskets
Provider of caskets and death care services such as estate planning.
ecomallbiz.com
Hitchcock Design Group
Land planning and landscape architecture firm specializing in planning & design for the following sectors: urban/public, recreation, healthcare, education and real estate development.
www.hitchcockdesigngroup.com
Arthur Seideman Accounting
San Mateo accounting firm specializing in audits, business valuation, individual, business, and estate tax planning and preparation.
www.seideman.com
Courtney, Fink & Forbes, LLP
Certified public accounting firm offering business, individual and estate planning services. Bloomfield.
www.cffcpa.com
The Ferrucci Company
Provides financial and estate planning, and investment management services.
www.ferruccicompany.com
Rob Moore & Company
CPAs offering tax, financial and estate planning, accounting, business consulting, audits, bookkeeping, computer consulting, and other services, Moscow, Idaho.
www.rmandco.com
Richardson Financial Group
Provides estate, retirement and wealth planning services.
www.richardson-financial.com
Larry Bink Insurance & Investments
Offers estate planning, long term care, life, and health insurance.
www.larrybink.com
Sports Pro Network
Legal arbitration, accounting services, contract negotiaton, estate planning, endorsements, worker's compensation, investments, health and training.
www.sportspronetwork.com
Walthall, Drake & Wallace LLP
Cleveland firm provides traditional accounting and auditing service along with tax and estate planning and business valuations.
www.walthall.com
Messer Associates, Inc.
Offers estate planning that aligns clients' assets with their values.
www.messerassociates.com
Quintessence Group, Ltd.
Consults on investment management, estate planning and personal goals.
www.qgltd.com
Life Power Pty Ltd
Assists clients with superannuation, retirement and estate planning, and risk protection.
www.lifepower.com.au
LNR Corporation - Real Estate Advisors
LNR Offers corporate real estate advisory services including lease negotiation and renegotiation, space planning, financing, tenant representation and project management.
www.lnrcorp.com
P.A. Davis & Associates, CPAs
Tax, estate planning, accounting, recordkeeping, & business consulting. Baytown.
www.padavis.com
BTI Professional Services, Inc.
Tustin, CA firm providing income tax preparation and representation, estate planning plus booking and payroll services.
btiprofessional.com
Keefe Company
Real estate development and urban planning consultants in Boston, Massachusetts
www.keefecompany.com
Investment Consultants Australia
Assists clients with superannuation, investment and estate planning.
www.investconsult.com.au
Portfolio Planners
Offers services for pension, superannuation, rollover, and estate planning.
www.portfolio-planners.com.au
Viewpoint Management and Investment Services
Offshore corporation formation and estate planning services.
www.viewpointmis.com
The Weinberg Group
A national practice in estate and business planning.
www.theweinberggroup.com
Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
www.i-focus.co.za
Gleeson, Sklar, Sawyers & Cumpate
Certified Public Accounting and management consulting firm dedicated to consulting, accounting and tax services, business income tax planning, estate and gift tax related matters. Office in Chicago, Illinois.
www.gsscllp.com
Smith Elliott Kearns & Co.
Regional accouting firm serving south cental Pennsylvania, western Maryland, northern Virginia, and the panhandle of West Virginia, and providing auditing and accounting services, business valuations, and estate planning and wealth management.
www.sek.com
RKG Associates
Multi-disciplinary planning and real estate consulting firm.
www.rkg1.com
Cappon Madden Ltd
Offers taxation, monthly reporting, farm accounting, GST advice, estate planning and cashflow projections.
www.caponmadden.co.nz
Rick DeLuca Seminars
Real estate sales training, national speaker, instructor, business planning, and successful office management instruction.
www.rickdeluca.com
Delta Development Group, Inc.
Consulting on issues involving real estate management, community and economic development and planning, information technology, and government relations. Located in Mechanicsburg, PA.
www.deltaone.com
Term Life Insurance Guru
Life insurance quotes for survivorship, term life, whole life insurance policies as well as retirement planning, annuities, and estate planning.
www.termlifeinsuranceguru.com
S.J. Whal & Company, CPAs
Danville CPAs offering tax, financial and estate planning, accounting, business consulting, and computer consulting. Includes service bureau-written financial tips.
www.sjwiesenthal.com
Duncan H. Cooper, CFP
Offers estate, retirement, tax and investment planning throughout New England.
www.newenglandfinancialplanner.com
Felsing, Rankin & Co.
Certified Public Accountants - Estate, trust and retirement planning, tax advise, business development, a full service accounting firm. Longwood, Florida.
www.felsing.com
James J. Newhard
CPA firm providing estate and gift planning, taxes, and business problem solving in Conshohocken, Pennsylvania.
www.jjncpa.com
Fitzpatricks
We are a specialist estate, financial and lifestyle planning firm dedicated to helping clients materialise both their personal and financial goals.
www.lifestyleplanning.com.au
Judicatum Consultations
Cost effective offshore companies and legal offshore asset protection, offshore estate planning and offshore tax reduction strategies for the offshore investment community
www.judicatum.com
The Catherine Ditman Group
Located in Mt. Airy, Maryland. CPAs offering general tax consulting, estate planning, litigation support, and overseas tax assistance.
www.cditman.com
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