SOUND ADVICE IS THE KEY TO SUCCESS
(787) 764-7833 Puerto Rico
(407) 440-1401 Orlando
SOUND ADVICE IS THE KEY TO SUCCESS
NAC provides a wide range of services to individuals and businesses in a variety of industries. At NAC, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
13640 W. Colonial Drive, Suite 130H
Winter Garden, FL 34787
623 Ponce de Leon Ave., Suite B302
Hato Rey, PR 00917
NAVARRO ACEVEDO provides a wide range of services to individuals and businesses in a variety of industries. At NAVARRO ACEVEDO, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. NAVARRO ACEVEDO's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, NAVARRO ACEVEDO can advise you on choosing an entity type and later structuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Estates and Trusts Litigation is the practice of law involving the resolution and, if necessary, litigation of trust, estate, and protective proceedings. Our specific areas of focus in Trusts and Estates Litigation include will contests, claims or defense of claims of breaches of fiduciary duties by trustees and other fiduciaries (e.g., self-dealing, conflicts of interest, breach of trust), accountings, petitions for court instructions, issues of trust modification, reformation or decanting, allegations or protection from allegations of undue influence or fraudulent conveyances, and interpretation, advocacy, or defense of testamentary capacity and decedent’s intent. Our practice of Trusts and Estates also includes litigation prevention, which is of utmost importance in planning for someone’s death. Although clients vary widely by case and include corporate or individual fiduciaries, such as trustees, executors, administrators, guardians, and conservators, we focus on helping personal representatives (executors), will beneficiaries and heirs ascertain that they comply with legal requirements and obligations and protect their rights.
Puerto Rico (787) 764-7833 ➤ Orlando (407) 440-1401
PR: 53 Esmeralda Ave., Ste. 2, PMB 103, Guaynabo, Puerto Rico 00969-4461
US: 7131 Desert Mandarin St., Winter Garden, Florida 34787
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