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Stevens, Sloan & Shah


Stevens, Sloan & Shah are a professional accounting corporation offering services in the field of estate planning, trust accounting, family wealth building, and income tax for corporations, partnerships, trusts, and individuals. They also do planning in the area of limited partnerships and sub chapter S corporations. They are a small quality firm and are able to provide personalized services to their clients. They have a screening process before they accept new clients. The principals are quality professionals. They have included a synopsis of the work that has been performed by the principals by way of recommendations from clients and published resumes.
 
Stevens, Sloan & Shah provides services such as estate planning, trusts acquisition, taxation. They undertake all facets of estate planning including helping the client, with an attorney's help, undertake his living trust, his succession planning, qualified personal residence trust, and also analyze what his estate tax liability would be in the case of his death, estate planning also entails doing dynasty trusts wherein provisions are made for future college and education of children and grandchildren and also making sure that there is some reserve left, as far as possible, for the beneficiaries so that, if they get involved in spendthrift activities, a residue amount is left over in their old age.

In conjunction with trusts, they help the client understand the difference between a simple trust and a complex trust. They also analyze the income tax implications. They also help the client formulate a strategy where trusts are created for children and grandchildren so that the wealth that has been acquired is transferred over to the future with the least amount of tax and accounting hassles. Taxation of trusts and estates is also undertaken with a view that the maximum amount of wealth transfers over to the client's beneficiary.
 
They help clients understand their income tax liability and help them allocate resources so that they have planning toward their estimated taxes well in advance. They help clients build their businesses and their individual net worth so that taxes become primarily an expense, like a utility or like any other necessary expense, so that it is not a burden on the taxpayer when tax time comes.

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