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Services
The Lipson Group Inc. provides a comprehensive range of tax-compliance, tax and estate planning, financial reporting, interim controllership, and valuation services.
It also serves as a "Family Office," helping affluent families plan for the future and preserve their assets for multiple generations.
The Lipson Group counsels entrepreneurs and individuals, as well as closely held businesses involved in distribution, manufacturing, real estate, construction, service industries, medical and legal professions, hospitality, food service, and retailing.
The firm recognizes the importance of helping clients understand the full implications of complex, rapidly changing financial and tax issues.
FAMILY OFFICE SERVICES
The Lipson Group's family office program includes a comprehensive array of services that guide clients as they make decisions that impact the financial future of their families. Services are customized to meet the unique needs of affluent individuals and families. The firm assists clients in formulating, developing, and implementing comprehensive wealth preservation and transfer strategies that take into account each client's goals and objectives.
The Lipson Group acts as the leader of a client's financial team, coordinating the efforts of other team members while providing independent thinking and objectivity. Specific services include:
- Integrated tax and estate planning
- Record keeping and reporting
- Asset allocation strategy development
- Administration of trusts and trusteeship responsibilities
- Insurance review and risk management
- Developing and implementing philanthropic goals
MINIMIZING TAXES WITH EFFECTIVE PLANNING
The Lipson Group recommends creative tax saving techniques that apply to every aspect of partnerships, S-corporations, net operating losses, alternative minimum tax, passive losses and estate planning. We structure transactions to minimize taxes.
In addition, multiple-year individual tax projections, help identify tax-planning opportunities that reduce tax liabilities.
The firm also represents clients before taxing authorities.
IMPROVING CASH FLOW, PROFITABILITY, AND INTERNAL CONTROLS
As an independent financial advisor, The Lipson Group prepares financial models, cost-control analyses and strategic plans that assist clients in making informed, bottom-line decisions tailored to the specific needs of their businesses.
LITIGATION SUPPORT
The Lipson Group serves as a consultant to legal counsel and testifies in a wide range of areas, including tax issues, contracts, divorce and damage mitigation. The firm also prepares valuation reports for settlement negotiations.
SUCCESSION PLANNING
The Lipson Group develops comprehensive business-succession plans that integrate financial and tax issues with the needs of the owner and his or her family and key employees.
CORPORATE FINANCIAL SERVICES
The Lipson Group develops projections and recommendations for the most advantageous structures for new businesses or the expansion of existing ones, and introduces clients to lending sources.
Merger and acquisition services include due diligence as well as transaction structuring and negotiations.
VALUATION SERVICES
The Lipson Group provides business valuation services in connection with mergers, acquisition and divestitures, gift and estate taxes , personal financial statements, divorce, and damage settlements and buy-sell agreements.
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