Estate & Trust
The transfer of wealth from one generation to the next is a critical component to your overall financial strategy. It is a multidisciplinary approach combining the talents of your attorney and financial advisor with our estate tax professionals. Together we will develop, implement and monitor a plan to conserve and transfer wealth
When it comes to non-profits we have our own mission. Our CPAs and business consultants provide strategic business planning and tax insight to develop non-profit financial systems that meets their present needs and provide a sustainable path for the future of their mission. WCS partners are not only actively involved with our non-profit clients but also served as board members supporting many local non-profits in our community.
Real Estate Tax
At WCS we work with real estate developers, homebuilders, general contractors, subcontractors, specialty trades and common interest realty associations to develop and implement powerful tax planning strategies. Each plan is built from the ground up to meet the exacting needs of your real estate business and adapt to the ever changing real estate markets.