We provide business, tax, and related services to various segments of the financial services industry.

We work with accounting, CPA, and tax firms to satisfy their business needs, including partnership formation and business sale agreements, employee handbooks, and 401(k) and cafeteria benefit plans. We also work with independent financial planners and wealth management firms on similar matters.

Related Practices:

Estate Planning

Business Law

Real Estate and Land Use

Tax Law

Retirement Plans and Employee Benefits

Employment Law