On time accounts payable to keep good relations with vendors and to protect one’s credit rating.
Payroll & payroll taxes
Federal and state laws require that domestic employees have income tax, social security and medicare taxes withheld from their wages. A domestic employer also has to pay his share of social security, medicare and unemployment taxes. Penalties can be large. We have decades of experience withholding, paying and filing the required payroll tax returns in multiple states.
Cash Management
Planning the liquidity required to meet needs so funds can be allocated to higher yielding investments.
Fiduciary Accountings
Trusts are required to provide accountings to beneficiaries at regular intervals. These are required to be in a fiduciary accounting format which is very different from balance sheets and income statements.
Insurance
Proper insurance coverage is important. Experience placing homeowners, aviation, maritime, umbrella, jewelry, fine art and equine insurance.