High Net Worth Individuals & Families
We specialize in working with high net worth individuals and families, especially with succession and transition planning, and dealing with family issues.  Effective wealth management and estate planning are personal matters. McElderry & Associates provides assistance to help you address these difficult yet important decisions. We recommend strategies such as charitable trusts, gifts, and methods for avoiding probate.
 
Over half of our clients are full time real estate investors, residential and commercial landlords, developers, general contractors, flippers, and re-hab specialists.  Come see what we can do for you and your real estate endeavors!
 

Mergers & Acquisitions
Our professionals work diligently to advise our clients. Our diverse M&A experience gives us the perspective of buyers, sellers, and stakeholders with respect to accounting, tax, financial, and organizational issues in M&A transactions.
 

Have You Been Contacted by the IRS?

When dealing with the IRS you are open to bluffing, mistakes, overpaying, intimidation and errors. We are here to make sure that you have a fighting chance.
 

Tools and Resources
Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, or learn about incorporating your business.
 

Subscribe To Our
Emailed Newsletter

Email:

 



Login   Search   Site Map   Privacy Policy   Disclaimer