The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from assets that are hard to value and protect to changing federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues.
At KDP, we understand that trust and estate matters can be sensitive and emotionally difficult. We take a pragmatic, multidisciplinary approach to addressing complex tax issues, bringing in colleagues from practices across the firm. We commit to understanding our clients’ philosophies and goals and strive to offer effective, client-centric counsel in these deeply personal matters.
For private, owner-managed, or family-owned businesses, a solid succession plan can drive the growth of the business, reduce taxes, and set the stage for retirement. The long-term survival of a business, and the preservation of the wealth that has been built, will likely depend on strategic succession planning.
A business valuation is key to determine the value of closely-held businesses, personal or family ownership interests and
professional practices. Our professionals use their specialized skills and knowledge of business and industry to provide insights that translates complex issues into opportunities for growth, sustainability and long-term advantage.
More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.
With a keen understanding of federal and state income, transfer, and estate taxes and intimate familiarity with traditional and cutting-edge techniques, we provide forward-looking estate, gift and tax planning that focuses on our clients’ financial, business and family needs.
KDP Certified Public Accountants, LLP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Certified Public Accountants, LLP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.