Supporting Privately-Held Businesses for Over 50 Years.
Entrepreneurship is not for the faint of heart. Businesses deal with a continuous stream of complex challenges every day including cash flow, resources, growth and expansion, and securing credit. Not to mention dealing with customers, employees, and vendors.
Decision-making becomes more complex when, in addition to business issues, family and emotional issues must be addressed and managed. The good news is that we are pros at working with closely-held companies and understand their unique dynamics. When we work together, you are assigned a dedicated team that takes the time to really get to know you, know your management and your family members. We don't just look at your books but learn about your operations and what success looks like to you.
Family-Owned Businesses
Family-owned businesses often have business and family finances that are highly intertwined. We know that your business represents a large share of your family’s wealth and future security. When you work with Nisivoccia, we don't just handle your business financials. Our team works closely with your family, we can develop a sound financial management plan to save for your future.
How We Are Different
Family Values
Family is foundational to Nisivoccia and it permeates everything we do. Relationships matter and we take the time to get to know our clients and their families personally. We understand that your business is not just a job, but is your passion. Your goals become our goals. Working with multi-generational businesses is a common occurrence for us and we use our experience as we guide you through your business journey. When you work with us, you are not just another tax return. You become part of the Nisivoccia family.
We specialize in the following private and family business services:
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Upcoming Small & Medium-sized Business Events
Join us for an introductory discussion regarding estate planning, including tax strategies to consider. This seminar will take place on Tuesday, August 9, 2022, 2:00 pm at Heath Village.
Topics for discussion include:
- Learn if your assets are controlled by your Will or other document(s)
- Probate vs non-probate property
- Charitable planning through charitable gift annuities and remainder trusts
- New Jersey inheritance tax and beneficiary classes
- Who pays the tax?
- When do you need to file a Federal estate tax return?
Glenn Schwier, CPA, JD and Partner at Nisivoccia will be presenting this seminar. Glenn specializes in personal tax matters including estates, trusts and individual tax strategy.
Please call 908-684-5009 to RSVP.
