We personalize our services to meet the individual needs of each client.
•   Overview
•   Executives
•   Athletes
•   Entertainment

In addition to all of the services listed in the Overview section we provide the following specific services to our professional athlete clients:

* Income Monitoring and Oversight - We will monitor income from the professional athlete's contract, endorsement deals, appearance fees and other sources to ensure that it is received in a timely manner and in accordance with the contract terms.

* Tax Planning & Return Preparation - A professional athlete's tax situation can be particularly complex given the stringent state tax filing requirements. Many professional athletes must file in every state in which they play. We help our athlete clients plan the most effective overall tax strategy given their particular tax situation and we prepare all required Federal and State and City tax returns. Some states now allow for composite tax returns to be filed. We will evaluate whether filing a composite return is advantageous for the client and if so we will coordinate the filing of that return with the team.

* Benefits & Payroll Administration - We will work closely with the professional team's front office and league administrators to ensure that the athlete is taking full advantage of the benefit packages being offered; including: health & dental insurance, payroll withholdings, retirement plans, severance arrangements, and others.

* Relocation Assistance - We work closely with our athlete clients that may be relocating due to a team trade or otherwise. We assist the athlete and their family with buying and selling homes, establishing mortgage financing, setting up household vendor contracts, utility setup and moving company coordination.

* Risk Management - We work closely with the clients insurance agents to help the client assess potential risks and ensure that those risks are appropriately insured. Such insurances coverage may include: property & casualty coverage, umbrella liability insurance, life & disability insurance and health insurance.

* Bill Paying - We are set up to handle the day-to-day bill paying for our clients. This service can often be of great value to our clients that travel often for personal or business reasons, and this is a particularly good fit for our professional athlete clients. Our clients have the peace of mind of knowing that all of their important bills are being paid timely while they concentrate on their professional or personal pursuits. This service is of even greater value to many of our clients today as the importance of credit score increases.

* Credit Score Monitoring - We assist our clients with the monitoring and improvement of their overall credit scores. By handling the client's bill paying we often have the opportunity to improve the clients credit scores substantially. In addition, if our clients have negative information that is hurting their credit scores we can often work with the credit reporting companies to reduce or eliminate the impact of that information.