Services

Estate and Trust Planning

The unexpected can happen at any time. Having a plan in place to provide security, succession, manage tax implications, and ensure peace of mind is essential. BCA Watson Rice LLP can help you achieve these goals and offers estate and trust planning services, including:

• Business and succession planning

• Developing insurance and gifting strategies

• Planning for educational and retirement needs

• Preparation of estate and gift tax returns

• Reviewing wills

• Setting up appropriate trusts such as Revocable and Irrevocable Trusts,

   Special Needs Trusts

Retirement Plan Services

Regardless of size, businesses all require consulting and retirement plan services. Small businesses have the same need for competitive benefit programs as the Fortune 500, but operate with more limited resources. We recognize their needs and assist plan sponsors with every aspect of their retirement programs. We offer a personalized approach and deliver clear, concise, and practical solutions, including:

• Actuarial consulting services: Consulting, plan design, valuation and compliance for defined benefit plans, post-employment benefit plans, supplemental executive retirement plans and health and welfare plans

• Defined contribution plan services: Consulting, plan design, record keeping, administration and compliance, and employee education services for all types of defined contribution plans including 401(k), 403(b), 457 and profit sharing plans