Doug Dawson provides tax and financial planning advice that considers his clients' overall wealth and family issues and goals. He will customize his approach to consider each clients' unique situation. Please review the following individual client service offerings in more detail.

Personal Tax and Financial Planning

Doug provides proactive tax and financial planning advice to help his clients manage their personal finances. His clients will receive the benefit of objective tax and financial planning advice which will allow them to make informed decisions about investments, insurance and tax planning options. The range of services include:

• Income tax return preparation for individual, trust, estate, gift, and private foundations
• Detailed income tax projections and tax liability estimates
• Stock option planning
• Retirement planning
• Education planning
• Life insurance review and planning
• Cash flow and debt management strategies

Estate Planning

Doug has many years of experience assisting individuals and families manage their transfer tax exposure. As the transfer tax laws are frequently changing, Doug believes that individuals should review their plans on a regular basis in order to achieve the most effective protection and transfer of their assets. He does not prepare any legal estate planning documents, but will provide his clients with advice regarding the following estate planning issues:

• Providing for children and grandchildren
• Gifting strategies
• Business succession planning
• Planning for qualified retirement plan distributions
• Evaluating life insurance needs and appropriate ownership of policies
• Minimizing probate costs
• Caring for family members with disabilities
• Analyzing various charitable giving options

Doug provides income tax and business consulting services to closely held businesses that consider the needs of the business and how they ultimately relate to the individual owners. He can assist with all stages of an organization' s life cycle. His service offerings include:

• Tax preparation of corporate, partnership and S corporate income tax returns
• Detailed income tax projections and planning suggestions which can include detailed cash flow modeling analysis
• Contract CFO or Tax Director services
• Assist a potential start up business with cash flow projections and form of entity considerations
• Lease versus buy analysis for major capital purchases
• Retirement planning for the owners and employees
• Business transition and succession planning which includes establishing goals, developing a transition plan, and implementing the transition plan
• Estate planning advice related to the ownership and transfer of the business