WILLIAM F. WINSCHEL, is a licensed attorney and CPA with 30 years experience assisting individuals and business owners. His practice is concentrated on business and individual tax and legal matters. His experience includes Big Five CPA firm, law firms, corporate general counsel and solo practice. He is admitted to practice before the United States Tax Court.
Business & Tax Planning
BUSINESS AND TAX PLANNING including the choice and structuring of the business entity, organization and ownership, shareholder agreements and business succession issues, preparation and filing of tax elections, state and local licensing and individual and entity tax return preparation
Estate Planning & Administration
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ESTATE PLANNING federal and state death tax planning, gift and joint ownership planning, preparation of wills, revocable trusts (“living trusts”), irrevocable trusts, powers of attorney and health care directives(“ living wills”)
ESTATE ADMINISTRATION including the probate of wills, the inventory, management and accounting forestate and trust assets, preparation of death tax and fiduciary income tax returns, analysis of complex tax electionsand estate or trust settlement
Retirement Planning
RETIREMENT PLANNING including assisting individuals and business owners in structuring and implementing the most advantageous retirement savings vehicle for their situation and implementing the optimum distribution method for pension, 401(k), IRA and other retirement benefits