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Financial planning is critical regardless of your wealth. Having a financial planning helps you set and achieve your long and short term life goals and make financial decisions easier - such as education for your children, buying a house or a car, a worry-free retirement. Sound financial planning ensures you are better equipped to deal with the implact of inflation and changing lifestyles.


SAPIENT CPA offers a broad range of financial planning services that help our clients identify their goals, evaluate their existing resources, and design the financial strategies that, when implemented, move the individual toward achieving their goals.



Our services include:


  • Budgeting and cash flow planning


  • Income tax planning


  • Cross-border financial planning


  • Estate planning


  • Retirement planning


  • Risk management and investment planning


Estate Planning


“If you don’t have a plan, your state has one for you but you probably won’t like it.”


We assist you and your advisors in developing a sound strategy that minimizes your taxes and meets your family’s overall goals. Our estate planning includes:


  • Clearly define your estate planning goals.

  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

  • Evaluate and recommend estate planning options.

  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.

  • Decrease the problems and expenses associated with probate.

  • Lessen taxes at time of death.

  • Arrange for management of your estate in the event you are incapacitated.

  • Draft a working plan for conserving and effectively managing your estate after death.

  • Transfer the assets of your estate to heirs the way you want.

  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.

  • Amend your plan as needed.

  • Annual gifting, Family limited partnerships, Grantor retained annuity trusts.

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