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Wealth Management Services
Interested in Financial Planning? HR&S Financial Services, LLP, offers a complete line of services to help you manage and build your business or personal finances:

HR&S Financial Services, LLP, is a licensed insurance and investment planning organization, affiliated with Heffler, Radetich & Saitta, LLP.

Ask the Experts - Topic List

Kenneth M. Annarelli, CPA
Partner
Tax Services Group

Topics:
  • How to Maximize Profits in Real Estate
  • How to Structure Income Producing Properties
  • Tax Deferred Real Estate Exchanges : IRC Section 1031 Property Exchanges
  • Owning vs. Renting: The Pros & Cons
  • Vacation Home Rentals: Tax Saving Techniques


Richard A. Fragale, CPA, MT
Partner
Tax Services Group

Topics:
  • How to Administer Qualified Settlement Funds under IRC Section 468B
  • Alternative Minimum Tax Considerations: Recent Supreme Court Decisions on Whistleblower, Personal Injury & Wrongful Discharge Settlements
  • Estate Planning, Trusts & Gifting Strategies for High Net Worth Individuals


Robert K. Griffin, CPA
Partner
Audit & Assurance Services Group

Topics:
  • How to Protect Your Business Against Accounting Fraud
  • Sarbanes Oxley & Its Impact on Private Company Practices


Edward J. Radetich, CPA
Executive Partner

Topics:
  • Recent Supreme Court Decisions: Class Action Securities Litigation
  • How to Streamline the Claims Administration Process

  • George A. Saitta, CPA
    Executive Partner

    Topics:
  • Practice Protection – Renewed IRS Focus on Law Practices

  • Russell H. Stroemel, CPA
    Partner
    Audit & Tax Services Group

    Topics:
    • How to Obtain Cost Certifications & Maximize Tax Credits under IRC Section 42
    • Financial, Estate & Succession Planning for Businesses & Individuals
    • Cost Segregation Strategies


    Carl R. Zampetti, CPA, AIFA®
    Partner
    Healthcare Services Group

    Topics:
    • How to Protect Your Business against Potential Whistleblowers
    • The False Claims Act: A Plaintiff’s Perspective

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