Financial Planning and Advisory
 


Our highly personalized solutions help you, your family and your business meet your financial and personal goals.

We work as a key member of your team of professional advisors to address all areas of your financial planning needs.

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Many clients call upon us to assist them with estate, gift, trust, and charitable planning. We are available to review any existing wills and established trusts to ensure that your estate’s administration is taken care of and that these important items are up to date and in accordance with both your wishes and any eventuality that may occur. Our professionals will work with you and your team of advisors to create a succession plan that makes sense for you for various events you may encounter such as the sale of your business, a disability or death. We also offer philanthropic strategies, compliance and governance guidelines for foundations you have created.

 

Financial Planning & Advisory
Estate, Gift, Trust and Charitable Planning
Gift and Estate Strategies (Succession Planning and Wealth Transfer)
Document Review (Wills, Trusts, DPOA)
Philanthropic Strategies (Foundations, CRATS, CRUTS, CLTS)
Legacy Planning and Elder Care Planning
Asset Protection
Estate Administration and Fiduciary Accountings
Entrepreneurial Business Services
Assist with Start-Up Activities (Formation,SS-4, S Elections)
Set Up Accounting Systems (Training, Implementation)
Outsourcing Functions (G/L, A/P, A/R,Payroll, QuickBooks)
Accounting Assistance and Oversight (Audits, Compilations, Reviews)
Charitable Organization Tax Planning and Compliance
Form 990F Presentation
Annual Distribution Requirements
NYS Form CHAR 500 and other State Filings
Application for Tax Exempt Status, Forms 1023/1024
Unrelated Business Income Tax Issues
Record-Keeping and Representation in the Event of IRS Audit
Audits, Reviews and Compilations of Financial Statements
Compensation and Benefit Services
Qualified Retirement Plan Strategies
Deferred Compensation Strategies
Equity Based Compensation (NQOs/ISOs)
Cash Flow, Education and Retirement
Cash Flow Analysis (Including Retirement Simulations)
Education and Event Funding (529 Plans, Real Estate Purchase)
Financing Strategies (PersonalMortgages, Business Loans)
Insurance Advisory Services*
Needs Analysis and Evaluation Coverage
Consulting Services/Sophisticated Strategies
Product Options (Life, Health, Dbl, Group, LTC)
Investment Advisory Services*
Asset Allocation and Strategic Planning
Manager/Fund Selection and Evaluation
Monitoring and Reporting
*Through our RIA, or working with your existing advisors.

 

 

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile

 

 


 

 

 

Industry Insights
 

Financial Planning and Advisory

 

Our highly personalized solutions help you, your family and your business meet your financial and personal goals.

We work as a key member of your team of professional advisors to address all areas of your financial planning needs.

Many clients call upon us to assist them with estate, gift, trust, and charitable planning. We are
available to review any existing wills and established trusts to ensure that your estate’s administration
is taken care of and that these important items are up to date and in accordance with both your wishes
and any eventuality that may occur. Our professionals will work with you and your team of advisors
to create a succession plan that makes sense for you for various events you may encounter such as
the sale of your business, a disability or death. We also offer philanthropic strategies, compliance and
governance guidelines for foundations you have created.

 

Tax Services
Estate, Gift, Trust and Charitable Planning
Gift and Estate Strategies (Succession Planning and Wealth Transfer)
Document Review (Wills, Trusts, DPOA)
Philanthropic Strategies (Foundations, CRATS, CRUTS, CLTS)
Legacy Planning and Elder Care Planning
Asset Protection
Estate Administration and Fiduciary Accountings
Entrepreneurial Business Services
Assist with Start-Up Activities (Formation,SS-4, S Elections)
Set Up Accounting Systems (Training, Implementation)
Outsourcing Functions (G/L, A/P, A/R,Payroll, QuickBooks)
Accounting Assistance and Oversight (Audits, Compilations, Reviews)
Charitable Organization Tax Planning and Compliance
Form 990F Presentation
Annual Distribution Requirements
NYS Form CHAR 500 and other State Filings
Application for Tax Exempt Status, Forms 1023/1024
Unrelated Business Income Tax Issues
Record-Keeping and Representation in the Event of IRS Audit
Audits, Reviews and Compilations of Financial Statements
Compensation and Benefit Services
Qualified Retirement Plan Strategies
Deferred Compensation Strategies
Equity Based Compensation (NQOs/ISOs)
Cash Flow, Education and Retirement
Cash Flow Analysis (Including Retirement Simulations)
Education and Event Funding (529 Plans, Real Estate Purchase)
Financing Strategies (PersonalMortgages, Business Loans)
Insurance Advisory Services*
Needs Analysis and Evaluation Coverage
Consulting Services/Sophisticated Strategies
Product Options (Life, Health, Dbl, Group, LTC)
Investment Advisory Services*
Asset Allocation and Strategic Planning
Manager/Fund Selection and Evaluation
Monitoring and Reporting
*Through our RIA, or working with your existing advisors.

 

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile

 

 

 

 

 

Industry Insights