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TAX PLANNING & PREPARATION
Tax planning and preparation is a daunting task for most
individuals. Having a trusted partner to help can alleviate
undue stress and maximize your tax position. Curchin offers:
- Personal consultation
- Client-centered tax planning & preparation
- Tax savings strategies based on personal needs
- Information and advice on tax law changes
Curchin can help secure you and your
family’s financial
future through proactive financial planning. Our forward
thinking expertise can save you time and money.
We offer a broad range of financial planning services, including:
- Investment diversification advice
- Risk management and long-term care
- Financial modeling to project future needs
- Family budgeting
- Financial crisis management
- College planning including:
- Section 529 College Saving Plans
- Coverdell education savings accounts
- FAFSA applications and planning
Minimize your future tax burden through proactive estate
planning. We urge our clients to begin the process early.
If you have an estate and are worried about securing the
assets for your family and lowering your future tax burden,
Curchin can help. Specifically, we:
- Develop estate plans and then assist in their implementation
- Coordinate with legal, insurance and investment advisors
- Reduce clients’ income and
estate taxes through charitable giving, such as:
- Family Foundations
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Qualified Personal Residence Trusts
- Pooled Income Funds
- Charitable Gift Annuities
- Develop business valuations for gifts and estate
tax planning
Are you dreaming of traveling, playing
golf and generally enjoying the “Golden Years”?
Let us make your dream a reality through proper retirement
planning. We work with individuals and families in selecting
and monitoring a variety of retirement plans, such as:
- Profit Sharing Plans
- Defined Benefit Plans
- KEOGH Plans
- SIMPLE Plans
- IRA’s
LITIGATION & VALUATION
SERVICES
When attorneys need accurate, defensible business
valuations and other financial calculations to support your
case, they turn to Curchin. Here are some of the service
areas and support that we provide to the legal community
and their clients:
Family Law
- Business valuations
- Cash-flow calculations
- Discovery of potential hidden assets
- Case specific income tax projections
- Lifestyle analysis
- Separate asset tracing
- Expert testimony for mediation or
court
Commercial Law
- Assist in conducting effective discovery
- Analyze the economic aspects of buy-sell
agreements
- Forensic accounting
- Economic damages
- Development of case-specific financial
models
- Settlement alternatives modeling
- Expert testimony
Estate and Trust
- Estate and gift business valuations
- Valuation of family limited partnerships
- Succession planning
MARITAL DISSOLUTION SERVICES - MEDIATION
In addition to providing litigation support
for family law attorneys and their clients in traditional
divorce cases, we also provide Economic Mediation services. We
are admitted by the Administrative Office of the Courts,
State of New Jersey as Mediators for Economic Aspects of
Family Law Cases and work directly and openly with couples
who require non-confrontational mediation where economic
issues are the primary hurdle to settlement. Couples
are invited to come in for a free consultation to help determine
if mediation is for them.
1031 LIKE-KIND EXCHANGES
Curchin 1031 Exchange LLC , a wholly-owned
subsidiary of The Curchin Group, is a qualified intermediary
for IRS Code 1031 Like-Kind Exchanges. Through Curchin 1031 Exchange
LLC, investment or business property owners can sell one
property and purchase another property or multiple properties
without incurring an income tax liability. The property
owner’s cash flow is improved by postponing the tax
obligation and interest is earned on the sale proceeds until
the new purchase is made. For more information on 1031
Like-Kind Exchanges and/or Curchin 1031 Exchange LLC, visit www.curchin1031.com. |
