Ivy M. Davis Certified Public Accountant (CPA) - Services

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Estate Planning*

Ivy M. Davis, CPA, PFS, CFP® located in Melville, Long Island, New York.

 

       Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is vital. We can guide you through the complex process of getting your financial affairs in order.

*Member of National Institute for Excellence In Professional Education- Certified Specialist in Estate Planning.

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