CS&L CPAs Focused on Preserving Your Personal Wealth

CS&L’s wealth planning advisors want to help you with your estate, gift & succession planning.  Our focus is to help you effectively preserve and enhance your personal wealth and help ensure that your wealth is transferred across generations in the most tax-efficient manner.  Your wealth planning team will provide you expertise in trusts, partnerships, limited liability companies and charitable and family transfers.  In addition, our international wealth planning advisor can help you and your family's global assets and related tax issues. 

CS&L Estate, Gift & Succession Planning services:

• Business Succession Planning
• Estate & Gift Tax Planning
• Charitable Gift Planning
• Income Tax Planning for Trusts & Estates
• Tax Preparation for Estate, Gift & Trusts

	Rick Smith, CPA - Principal Expertise:  Tax Planning, Estate, Gift & Succession Planning, Compliance & Benefit Consulting
	Sarasota:  941.954.4040	Contact	Rick Smith Profile

	Lisa Johnson, CPA - Principal Expertise:  Estate, Gift & Succession Planning, Partnerships, LLC's & S Corporations, Family Businesses, Not-for-Profit Organizations
	Bradenton:  941.748.1040	Contact	Lisa Johnson Profile

	Aubrey Lynch, CPA - Principal Expertise:  Estate, Gift & Succession Planning, International Taxation, Health Care Industry
	Sarasota:  941.954.4040   Bradenton:  941.748.1040	Contact	Aubrey Lynch Profile