Estate and Retirement

Estate planning encompasses a range of financial, retirement, business succession, charitable, medical, disability, legacy, and gift planning and requires a team of trusted advisors.  Mayer CPAs would play a leading role in that team.  Our individualized approach considers your unique situation. Working closely with your team of advisors, we will help implement a plan that protects you, your family and your business.

  • Estate & Income Tax Planning
  • Preservation of Wealth
  • Business Succession Planning
  • Retirement Planning
  • Education Planning
  • Wills and Trusts Analysis
  • Personal Net Worth Valuation
  • Business Valuation
  • Health Care Proxy