Advisory
Estate Planning
A&G Consultants can assist our clients with estate planning techniques, such as orderly transfer of assets to beneficiaries, providing security for your surviving spouse and reducing or eliminating tax due on business or asset transfers. A&G Consultants has a Certified Specialist in Estate Planning (CSEP) on staff to assist with the following estate planning services:
- Federal & State Fiduciary Income Tax Return Preparation & Projections
- Estate & Trust Settlement Guidance
- Federal Estate & Gift Tax Projections
- Federal & State Estate Tax Return Preparation
Fraud Prevention Consultation
Identify risks, strengthen internal controls, and build strategies to prevent financial misconduct such as embezzlement, theft, or misrepresentation. Assisting with risk assessment, policy development, internal controls, monitoring systems, employee training, and response planning to protect assets and maintain trust.
New Business Owner Advising
Personalized advising and support to entrepreneurs as they establish and grow their business. This service typically includes assistance with entity selection, business planning, financial setup, tax and compliance obligations, internal controls, and strategies for efficient operations. Advising helps new owners navigate complex decisions, avoid common pitfalls, and build a solid framework for long-term stability and success.
Succession Planning
Advising in the strategic process of succession planning that prepares a business for the smooth transition of leadership, ownership, and management responsibilities. It involves identifying and developing future leaders, establishing a plan for transferring decision-making authority, and addressing financial, tax, and legal considerations to protect both the organization and its stakeholders. Effective succession planning ensures business continuity, minimizes disruption, and safeguards the long-term success and stability of the enterprise.
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