LEADERSHIP GREATER ROCHESTER
03-Jan-2012
Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..
CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011
Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..
CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011
Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..
CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010
FOR IMMEDIATE RELEASE ..
Financial Advisory
Accumulating wealth is hard work, so we want to help you protect it.
Croskey, Lanni & Company, P.C. seamlessly handles complex tax situations and will deal with challenging family and inheritance issues. We endeavor to always go a step beyond, with asset management and planning services that will help you manage and preserve your wealth.
Our experienced CPAs have deep knowledge of financial and business affairs, and peerless technical competence in income, gift, and estate tax planning and compliance.
We also have strategic relationships with sophisticated service providers to help with wealth management, brokerage, private banking, insurance and pension issues.
Our financial advisory services include:
- Asset Management
- College Planning Strategies
- Estate & Trust Tax Planning, Compliance and Administration
- Estate Freeze and Discount Planning
- Financial Planning
- Insurance Planning
- Investment Planning and Monitoring
- Life Insurance Analysis (Adequacy and Structure)
- Maximization of Wealth Transfers
- Planned Giving Programs
- Private Foundations and Charitable Giving
- Retirement Plan/IRA Distribution Planning
- Succession Planning
- Tax Planning and Compliance
- Valuation Services