We want our clients to know and understand all the different options and strategies, even those that might not make a lot of sense for them right now. If you hire us, we will discuss all your alternatives, making sure you fully understand and are content and comfortable with your choices – even the ones you leave behind.
APP & Associates LLP thrives on working like a team with its clients, their advisors, attorneys as well as accountants. Our key initiatives and insights in leading and guiding your financial team every step of the way leads to a unified and effective planning process.
Working in close coordination with your advisors, we will:
- Integrate various tax considerations and implications in all our investment decisions
- Assess and optimize your exposure relating to Alternative Minimum Tax (AMT)
- Assess the impact of new and imminent legislation on your estate and income planning
- Devise effective strategies to optimize liquidity events for stocks or businesses