High Net Worth Individuals
At Cowan Bolduc Doherty we understand the unique needs of high net worth individuals. We stay on top of tax law changes, evaluate the possible impact on you, and deliver proactive solutions. We encourage you to contact us for advice prior to making financial decisions. Our services for high net worth individuals include:
- Accounting
- Auditing
- Business Succession Planning
- Due Diligence
- Estate Planning
- Financing
- Multi-State Tax
- Retirement Planning
- Strategic Income Tax Planning
- Tax Aspects of Investments
- Tax Preparation and Planning
- Transaction Planning
- Wealth Transfer Strategies
- 401(k) Audits
For more information about our services for high net worth individuals contact Robert Cowan, CPA, at robert.cowan@cbdcpa.com or 978.620.2000, ext. 106.
