Colasanti & Iurato | Partner Services
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PARTNER SERVICES

Colasanti & Iurato are proud to offer a host of partner services that compliment our own. These individual businesses work closely with us to establish their own long-term partnerships for our mutual benefit and yours.

Financial Planning
Benefit from our network of trusted professionals – ready to collaborate on legal and financial planning issues for small to mid-sized businesses.

 

Benefit Plan Services
Let the trusted partners of Colasanti & Iurato help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.

 

Pension & Profit Sharing Plans
Need help setting up a pension or profit sharing plan? Talk to us! Our partners are experts in their respective fields and will take the time to explain the benefits of all available plans.

 

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle — or an even better one than you do currently — you need to start planning for retirement, NOW. We can analyze your projected income and expenses and have our trusted partners suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now meet your expectations.

 

Estate Planning
Our trusted service partners offer estate planning services so you can minimize both federal and state estate tax liabilities. They will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Estate, Gift and Trust Tax Return Preparation
Our firm partners with the most respected providers in this field. They will provide you with expert preparation of federal and state estate, gift, and trust tax returns.

 

Foreign Bank and Financial Accounts Reporting

How do you determine if you need to file an FBAR? Report foreign assets to the IRS depends on how much you have in your foreign accounts. Total combined value of your foreign accounts exceeding $10,000 at any point during the year necessitates your reporting these assets to the IRS. We will determine which foreign accounts must you report to the IRS and which accounts meet the IRS’ definition of a financial account.

QUICK CONTACT FORM

Learn how Colasanti & Iurato can help you exceed your business goals. Fill out the form below or call our White Plains Office: 914.923.5400