Divorce and Litigation: We can assist your attorney in compiling information to determine what happened and the financial measurement of the damages that you have incurred. We can assist your legal counsel in the discovery of assets, proper valuation and division of the marital assets.
Trust Accounting: Trusts require ongoing accounting and administrative management. We have the experience necessary to keep track of your trust assets.
Estate Planning: Does the whole idea of “estate planning” seem a little off-putting to you? Many people think it’s something that only rich people need to do. Don’t let the legal terminology fool you. Estate planning is simply the process of getting your affairs in order so that you make things easier for your surviving family members when the time comes. It doesn’t have to be difficult, expensive, or depressing. All you need to do is take a few simple steps: take a look at what you own, make a will and a few other documents (you can probably do it yourself, without hiring a lawyer), and review the beneficiary designations on your retirement accounts. For the vast majority of Americans, there’s no need to worry about estate taxes or fancy trusts. Estate planning is something you do for your family. Get it done, and you’ll feel better knowing that you’ve taken care of them.
Retirement Planning: The process of planning for retirement, specifically in terms of making financial plans. Most often, retirement planning involves depositing money into a retirement account, and purposefully saving money for the future. There are many different types of retirement plans available, including an Individual Retirement Account (IRA) and a 401(k) plan. In most cases, employees are provided with a retirement plan by their employer, and contributions to the plan are deducted from the employee’s paycheck. Some employers will match a certain percentage of an employee’s contributions, adding more money to their account. Most plans have different rules and guidelines, including details such as when the money can be withdrawn.
Tax Preparation and Compliance: We prepare estate, fiduciary and of course, personal tax returns and provide you a with a planner to help you compile all documents needed for tax preparation.
Tax/Financial Planning: Individual income taxes are probably your largest expenditures. Just as you shop around for the best price for other purchasers you should consider opportunities to reduce or defer your income taxes. R.P. Minich PC can assist you in determining you projected federal, state and local tax bill and explore your options for reducing this tax expense.