Substantive Policy Group

Continuing changes in tax legislation, court decisions and new regulations raise complex issues. Our substantive policy specialists:

Establish Ayco financial counseling policies.
Develop sophisticated strategies for dealing with new issues as they arise.
Analyze and develop strategies to reduce clients' income- and estate-tax liabilities.
Carry out highly technical research and training for our counselors.
Respond to counselors' technical questions daily.
Publish technical memoranda for counselors.