Both our personal lives and business lives have been disrupted by technology, and that is likely to continue. In response to technology and growing financial complexities, the accounting industry has changed dramatically over the years too. Accounting will always include the traditional tax and audit services, but in anticipation of clients’ future needs has evolved into more of a “holistic’ 360 degree approach to financial health and wellness. It is now about planning, structuring, funding, reducing risk, protecting assets, and ultimately making your dreams a reality. Welcome to The New Financial Dialogue…
To be your trusted advisor, today’s CPA has to be more than someone who can answer questions regarding IRS rules and regulations, more than a compliance expert. Fuoco professionals are innovative and motivated to go beyond the basics to help you grow your business as well as your family’s assets. Whether you are an entrepreneur with a “start-up” that needs structuring and a strategic plan, or a seasoned businessman with a mature business looking for an “exit plan,” we’ve got resources and services to help you be successful.
What makes us different? The depth and breadth of our industry experience. Industry experience has emerged as the most important ingredient businesses need and expect from their accountants and advisors. The power of industry experience is perspective – perspective our professionals bring to help you best leverage your own capabilities and resources. Fuoco Group’s industry focus includes:
• Manufacturing, Distribution, and Retail
• Healthcare and Medical
• Hospitality
• Not-for-Profits
Whether in the field with our clients – to speaking at industry conferences, or commenting on breaking news, our industry practices bring insight on issues, trends, opportunities, and regulations that frame our services and approach to address your needs and your industry.
When serving individuals and families our customized capabilities and personalized services include:
• Retirement, Exit Planning, Succession Planning
• Income Tax, Estate Tax, Trust Tax, Gift Tax
• Charitable Planning
• Executive Compensation and Benefits
• Life Insurance Planning/Audit