- Retirement planning
[E.g. Advising US business owners and individuals to plan for their retirement keeping in mind the various tax rules specific to retirement]
- Education planning
[E.g. Advising individuals on the tax planning opportunities to plan for their own, children's education]
- Health-related planning
[E.g. Advising business owners and individuals on tax planning opportunities]
- Advising business owners on the potential tax benefits that are available depending on their business and industries that they are operating in.