Our Services for Individuals
At Kern and Company, we have always prided ourselves in being fiscal advisers to our clients. The following is a list of services for families and individuals wherein we have knowledge and experience. These services can assist you in accomplishing your goals and objectives.
Income Tax Planning
Estimating income tax liabilities years into the future based on different assumptions about income and expense.
Gift Tax Planning
How to gift assets to family and friends and avoid the federal gift taxes.
Estate and Inheritance Tax Planning
Maximizing the amount of assets going to your heirs.
Retirement Income Planning
Determining how much income you will have and whether it will be enough.
Retirement Cash Flow Planning
Determining what your “after tax” cash flow will be in retirement.
Family Asset Preservation
How to keep the assets in the family and controlling the use of assets after death.
Loss of Income Analysis
Determining your loss of income and/or increased cost of living due to a casualty or dissability.
Figuring out how and where to trim costs in time of difficulty or to provide for greater savings.
Family Business Succession
How to deal with the unique challenges of passing on a family-run business.
Estate Planning Techniques
Advice about how to carry out your wishes while minimizing the tax impact on your estate and your heirs’ future income taxes.
Charitable Giving Techniques
How to structure gifts to maximize the income and estate tax benefits.
Family Limited Partnerships
Advice about the potential income and estate tax benefits.
How to minimize income taxes by shifting income to “lower bracket” family members.
Family Business Valuation
Determining what the family business is worth. Three of our staff members have have certifications in business valuations.
Members of our staff will speak to any of your clubs or associations about the above topics without charge.
Kern and Company service experts are ready to speak with your club or association about any of our listed capabilities (no charge).