Primary Core
ENTERPRISE MANAGEMENT & CONSULTING
Asset Protection
Client structural blueprint mapping
On-going plan implementation and integration of entity structure(s) to include entity formations, dissolutions, domestications and modifications at preferred client rates
Implementation and coordination with our preferred legal partners as needed
Advanced entity structure research and customized models through our preferred partners
Entity Management
Annual document updates and minutes of all entities
Stock Assignment or Assumption, Promissory Notes, Lease Agreements, Management Agreement, Ownership, Management Agreement, JV/Marketing Agreement, Amended Operating Agreements to show/document proper ownership
Registered Agent Management
Manage annual state maintenance and filing requirements
Support with title and deed modifications
Risk Management
Protecting for unplanned emergencies, losses and catastrophes
Specialized risk review for enterprise and its owners
Planning & Engineering
EDC Accounting is comprised of partnered attorneys, CPAs, CVAs, CFPs, client advocates, like-minded business owners to provide sound, up-to-date planning advice for each client
Advanced Tax Planning
Real-time tax monitoring and planning 365 days per year
Material, detailed year-end tax projections
Comprehensive tax preparation review
Strategic Financial Planning
Enterprise engineering solutions
Implementation of enterprise structural solutions for high income producers for tax reduction and deferment as designed and preferred by the client
CPA Integration, document organization, communication of structure to and between CPA, tax return review
Estate & Wealth Planning
Retirement Planning Review and Implementation - Diversify, grow your resources, accelerate savings and maximize tax deductions
Estate Implementation - Coordination with our preferred legal partner of trusts and wills
Wealth Management Review - Making it grow faster, tax free
Dedicated EDC Accounting Advisor
Coaching, support, individualized plans and directives for each client with your priorities first and foremost.
To properly implement and achieve success in these core arenas, we dedicate specific resources and advisors to your project to insure success. To manage the appropriate outcome, a principal advisor will be made available in the following fashion:
Initial planning, blueprinting and design with on-going support for the cores: Management, Planning and Engineering
Email, text & phone support and emergency planning as needed
Private support call each month as needed with an advisor
Quarterly review with advisory team and other resources as needed
Client networking with like minded business owners
Regional private and group meetings as available and necessary
