Services

WJC & Co is dedicated to providing professional expert advice in a timely manner.   We learn our client’s goals and needs then work to meet them.  Some of the industries we provide these services to are:

• Medical professional and Healthcare providers
• Real estate ownership, management and development
• Construction contracting and sub-specialties within this industry
• Professional services firms
• Product distribution

Tax compliance and tax planning encompass a broad spectrum of business and personal activities.

• On the business side we can advise you on how the current tax law effects decisions on fixed asset purchases, depreciation class life decisions, cost segregation opportunities, normal course of business transactions, and once in a business life cycle transactions. We maintain close contact with our business clients to recognize opportunities, discuss and plan them for tax savings.
• Personal tax planning presents intriguing opportunities that are crafted once we discuss your short and long term goals. Most goals are simply stated as ‘Please reduce my tax burden’ to more complex ‘how do I maintain a desired lifestyle in retirement’.
• We have analyzed business sale and purchase opportunities helping our clients determine the potential of an opportunity. We have worked with our clients in analyzing job opportunities, discussing and advising on future growth while they decide the next step on their career path.

Generational asset transfer planning is a composite of business continuation, wealth preservation and tax saving tools.  We have successfully planned multi generational asset transfers which maintain wealth and reduce and in some cases, eliminate federal and state estate tax.  We follow through the entire process to completion of all tax returns.  We work with and have decades long relationships with some of the premier estate planning attorneys, investment advisors and insurance agent/advisors in New York State.  These alliances result in seamless team crafting your estate tax plan based on your objectives.

Succession planning, essentially, is having a strategy in place for when the company’s key management (including yourself) and employees retire or leave your company. It’s a way to plan for both expected and unexpected departures of senior staff, and aims to ensure no significant expertise or leadership is lost upon their departure.  We have consulted with family businesses in planning transition from the founding generation to the successive generation which may include talented individuals not in the immediate family of the founders.  We have developed plans where business owners have pathways to reward key employees while preparing for their retirement and ensuring their retirement payout will not financially overburden the business.  We have also crafted plans that financially satisfy the retiring owner before they leave the business through tax deferred vehicles.

Mr. Camera has acted as an expert witness and assisted attorneys in business litigation and dispute matters.  We have forensically examined financial data and assisted attorneys in the construction of their case and aided in determining fair value, money damages and settlements.