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Estate & Trust Planning

Man..hath by nature a power...to preserve his property — that is, his life, liberty and estate — against the injuries and attempts of other men. ∼John Locke

Estate planning is defined as the process of accumulating and disposing of an estate to maximize the goals of the owner. At Graff, Ballauer & Blanski, P.C., we can offer a variety of estate and trust planning services to help you identify and realize your goals. We can develop a plan to ensure the greatest amount of your estate is passed to your intended beneficiaries while paying the least amount of taxes. In addition to estate planning, our experience includes the preparation of the Estate and Gift tax and the Fiduciary (Trust) income tax returns.

Retirement Planning

The question isn't at what age I want to retire, it's at what income. ∼George Foreman

Prior to your retirement, Graff, Ballauer & Blanski, P.C. can work with you to determine your long-term goals. We will incorporate your business and individual tax positions and evaluate the implications of the estate tax to develop a comprehensive plan that benefits your retirement needs.

However, retirement planning does not stop when you retire. There are many issues which can affect your retirement accounts and can affect your decisions, including early retirement and the effects of withdrawals of you plan assets, working while receiving social security, and minimum withdrawals from individual retirement accounts (IRAs).

Election Services

It's not the voting that's democracy; it's the counting. ∼Tom Stoppard

An industry niche, Graff, Ballauer & Blanski, P.C. can provide services throughout the election certification process for your organization. From the beginning of the process to the tabulation and reporting of the results, our firm is capable of providing the highest quality election services.

Litigation Support

Our Litigation Support Services specializes in providing support services for attorneys, financial institutions, insurance and bonding companies.
Support services include:

  • Bankruptcy
  • Business Valuations
  • Calculation of Lost Profits
  • Construction Claims
  • Damages Incurred in Lender Liability
  • Divorce
  • Expert Witness Testimony
  • Fraud and Embezzlement
  • Malpractice Claims

Controller Services

Never call an accountant a credit to his profession; a good accountant is a debit to his profession. ∼Sir Charles Lyell

A controller is a professional who supervises the financial affairs of a corporation or a business. Choosing the right controller can shape a business, as the position is in charge of the accounting department and is responsible for financial reporting, tax administration, management audits and the development of accounting systems.

Graff, Ballauer & Blanski, P.C. can provide support in your decision on how to fill your controller position. In addition, we can provide the services and act as a temporary controller to ensure your business continues to run smoothly until a permanent solution can be found.

Internal Control Consulting

While we may not be able to control all that happens to us, we can control what happens inside us. ∼Benjamin Franklin

Graff, Ballauer & Blanski, P.C. can provide support in assessing and implementing adequate internal controls for financial reporting commensurate with the size of your organization. An assessment of internal controls can provide cost-effective assurances over the efficacy of internal controls, deter fraudulent financial reporting, protect assets and can provide warning signs of potential problems.

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