ph 214.536.0411 fx 214.291.2641 www.joelkane.com





Audit Preparation
Budget Management
Business Plan Development
Career Opportunities
Estate Planning
Financial Personnel
Healthcare Accounting
Litigation & Fraud Support
Mergers & Acquisitions
Online Calculators
Personal Financial Planning
SBA Loan Applications
Software Products & Solutions
Tax Management Strategies





Estate/Trust Planning and Mangagement
Business and personal strategies for maximizing and retaining wealth

We develop and implement strategies that control the impact of wealth on relationships among family members and outsiders without sacrificing needed cash flow, management control and flexibility.

  • Estate Planning
  • Preparation of Federal and State Estate Tax Returns
  • Business Succession Planning
  • Charitable Estate Planning
  • Charitable Foundation Planning and Set Up
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