Joseph T. Eckelkamp

Individuals & Families

Planning

Family Business Issues

Succession planning for family businesses

Purchase or sale of a business

Buy-sell agreements

Partnership agreements

Crisis intervention and interim management

Estate Planning Issues

Estate planning
Family partnerships and trusts
Charitable donation planning
Gift planning

Family Finances

Personal financial statements
Executive stock option strategies and plans
College tuition funding
Retirement planning
Eldercare issues
Cash analysis and cash management
Rollover Planning

Tax Compliance

& Planning Services

Compliance

Severance-related Social Security refunds

Individual tax return preparation

Expatriate taxation

Audits/examinations

IRS settlement/negotiations

Estate tax return preparation

Gift tax return preparation

Pension and profit sharing plans

"Kiddie" tax returns

Planning

Executive stock option strategies and plans
Purchase or sale of a business
Tax timing strategies
Tax credits and special deductions
Dependent return strategies
Retirement distributions
Pension and profit sharing
Multi-state taxation
Special tax incentives
IRS settlement/negotiations
Tax credit sale/transfer services