Retirement Plans, Nonprofits & Charitable Trusts

Retirement Plans

Retirement plan services include the plan design and organization of profit-sharing, 401(k) and employee stock ownership plans; administration of retirement plans; and preparation of an annual return for retirement plans (Form 5500) and other reports.

Nonprofits, Charitable Trusts

Nonprofits and charitable trusts include the organization of public charities and private foundations,private operation foundations, charitable remainder trusts and charitable lead trusts; administration of non-profit entities and preparation of various tax and other federal and state reports.