Markets: Family-owned Businesses

Business families lead complicated lives. Their major source of income is often illiquid yet must meet family expectations for support and income.

Stokes & Powell CPA’s, LLC is versed in being part of an advisor team to guide clients toward a successful plan of transition through changing circumstances.

We help the family owned business:

      • Minimize taxes
      • Adapt its wealth system to better achieve wealth continuity
      • Continue family legacy