2670
NE 215th St., Aventura, FL · Toll Free (800) 937-1040
980 North Federal
Highway, Suite 304 · Boca Raton, FL 33432 · Phone: (561) 750-9971
www.mltaxcpa.com |
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Melnick,
Lilienfeld & Associates
A Collaborative Approach to Financial
Security
- Accounting,
Auditing and Financial Reporting
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Business-Valuation Studies
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Family Mediation
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IRS Representation
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Litigation Support
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Outsourcing Options
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Real Estate Consulting
- Reviews
and Compilations
- State
and Local Tax Studies
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Return Preparation
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Facilitating
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Cash-Flow Consulting
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Tax and Estate Planning
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Consulting
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Quote
of the Month
“Attention to health is life’s greatest hindrance.”
Plato |
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DEATH OF A FAMILY MEMBER CHECKLIST |
Thanks to Gibraltar Private Bank and Trust and Scott Poulin, SVP, Wealth Management Specialist for providing the following valuable information and checklist:
At some point you will talk to or know someone who’s had a life changing event in the passing of a love one. In the past quarter alone, I have worked with a client who lost her 65 year old husband; a client who lost his dad at the age of 15; and a widow who recently lost her husband who was only 42.
Click here for a checklist that we believe will help in preparation for this inevitable life changing event. No one wants to address these issues as it is an uncomfortable topic, but a little preparation can help make the transition so much easier and allow for the family to focus on the grieving and healing process – not the financial aspect. Just a reminder, at a minimum, we should encourage our clients to have a will, a durable power of attorney and a health care directive.
Helping prepare for life changing events and identifying its challenges is just one of the many things you can do for your clients as part of the Wealth and Well-Being Experience and we are here to help you.
Scott A. Poulin
SVP, Wealth Management Specialist
220 Alhambra Circle Suite 800
Coral Gables , FL 33134
Work: (305) 476-5512 • Cell: (305) 951-1759
Fax: (305) 476-0684 • Toll Free: (800) 896-2265
email: spoulin@gibraltarprivate.com
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 Who
We Are
Founded in 1986, Melnick, Lilienfeld & Associates C.P.A.s provides
a wide range of business and personal accounting, tax and consulting services
throughout South Florida and beyond from offices in Aventura and Boca Raton.
Painting
Your Financial Portrait
Accounting presents a portrait of your business
health and an insight into your future. Painting this portrait demands knowledge
of the most current laws and their applications, as well as excellent strategic
counsel regarding the financial consequences of various decisions that might be
made.
At Melnick, Lilienfeld, our success is built upon helping you collect
and use accurate, timely financial information, plus helping you respond faster
to market changes, trends and important changes in your operations. We offer a
talented and thoughtful team that truly understands the business marketplace,
providing a wide range of specialized financial services.
These services
range from tax, business and real estate consulting to estate planning and corporate
and individual planning. A particular strength is IRS representation and resolving
tax-related disputes. We also take advantage of the latest technological advances
to help you further enhance efficiency and profitability.
We pride ourselves
on delivering exceptional client service with a personal touch. By treating each
client as a family member, we have engendered trust among a roster of hundreds
of corporate and individual clients
Bringing You Safety and Security
To make you feel safe and secure, we take the time to truly understand your present
position and specific goals. Then we fashion financial solutions that are synergistic
with your plans. We also eagerly stay abreast of new trends and strategies, and
help decrypt the tax laws in ways that work to your advantage.
With this
kind of results-oriented, personal approach to analyzing business operations and
taxes, we develop solutions that best meet your personal needs. Indeed, many of
our clients enjoy geometric returns on their investment in Melnick, Lilienfeld
services and solutions.
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Planning,
Calculating, Managing
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 Tax
Planning and Return Preparation
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Corporations and partnerships
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Estates and trusts
- Individuals
- Non-profit
organizations
- Non-resident
returns
Accounting
and Financial Reporting Estate
and Other Tax Strategies Focused on Your Needs -
Business tax planning
- Corporate
reorganization
- Deferred
compensation
- Estate
and trust administration including family mediation
- Estate
planning to include minimizing estate taxes, transfer of assets through gifts
and trusts, asset protection and succession planning of closely held businesses
- Personal tax
planning " State and local tax issues
- Tax
sheltering
Positioning
Your Business for Success - Banking
relations and financial strategies
- Business
analysis and forecasting
- Cash
flow projections and budgeting
- Design
of employee benefit plans
- Development
and review of business plans and related financial projections
- Real
estate consulting and investment strategies
- Regulation
compliance
- Strategic
planning to start or restructure your business
Continuing
Counsel to Make Your Business Succeed -
Cash flow analysis
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Computer services and systems review and designs
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Employee vs. contractor disputes
- Financing
issues
- Growth
strategies
- Litigation
support services including expert witness and mediation relating to divorce, commercial
disputes, bankruptcy, property settlements and tax court disputes
- Mediation
-
Outsourcing options for accounting services to include partners in progress and
full-time professionals without full-time employee status
- Sales
tax payment
- Shareholder
disputes
- Wage
and hour decision-making
Your
Voice with the IRS - Appeal
of proposed assessments and penalties
-
Delinquent tax return filing and processing
-
Employment tax examinations
- Examination
of tax returns
-
IRS notices
- Negotiation
of installment payment agreements
-
Offers in compromise
- Release
of levies and liens
- 100%
penalty assessments
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Our
Commitment to Your Success
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 It's
no accident that the majority of our clients have been with us for many years.
Their complete satisfaction is our overriding goal. We keep clients satisfied
by really getting to know them and their needs, by crafting imaginative solutions,
by working around the clock if urgent situations demand, and by proactively anticipating
needs in ways that provide comfort.
Take
the Next Step
Let us help you achieve your goals of safety and financial security. You are invited
to give us a call at 800-937-1040 or visit us at www.mltaxcpa.com.
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A Professional
Association
of Certified Public Accountants
and Consultants
| Toll
Free: (800) 937-1040
Melnick, Lilienfeld & Associates
2670
NE 215th St.
Aventura, FL 33180
Miami-Dade: (305) 937-1040
Broward:
(954) 943-1040
Fax: (305) 935-2041
980
North Federal Highway Suite 304
Boca Raton, FL 33432
(561) 750-9971
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Disclaimer:
These articles are intended to provide resources for the tax and accounting needs
of small businesses and individuals. The information contained in this Web site
is intended to provide general information on matters of interest in the areas
of tax and accounting. Users are encouraged to contact one of our firms accountants
regarding specific situations.
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