Our Expertise

 

 

 

Our Expertise

Wealth Management Advisory

Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile personal and business. Our holistic approach involves evaluating your entire portfolio as it relates to your individual goals and ambitions. Then, we work hand in hand with you to secure all aspects of your legacy, including gifting plans, trusts, and inter-generational succession planning. Rhee + Company helps you keep what you spent your life working hard to build.

Many clients also intertwine their personal and business finances. You might need help sorting out the inevitable conflicts and complications that arise from your compensation plans such as stock options, deferred compensation plans, or maybe you just want to get your finances in order, or are confused by new tax and business laws. Rely on our expert counsel to keep you on top of all the financial issues that concern you.

Business Advisory

Rely on our expert counsel to keep you on top of all the financial issues related to your business. We’ll give you a complete picture of your business, helping you to optimize operational efficiency and resource allocation.

With our extensive experience in corporate accounting, tax & audit, and business advisory, we’ll take care of you and your business. Rhee + Company is a good fit for growing businesses like yours because we’re a one-stop source for all your tax, financial and legal advice, so you can focus on running your business.

Personal Advisory

Managing your finances can be complicated, confusing and time-consuming. Tax rules change often, making it hard to be proactive. That why it’s so important to stay on top of them. Too often investment decisions are made based on emotion instead of objective analysis. We’ll keep you focused so you can make good decisions.

When an unexpected event like an inheritance, marriage or birth occurs, most people aren’t prepared for the financial and tax implications. Let Rhee + Company help you navigate the expected and unexpected life events that come with financial implications. Count on us to build a sound, proactive financial plan to protect you and your family.