McDonald's Personal Financial Planning

Concannon, Miller & Company, P.C. provides tax planning and personal financial planning to McDonald’s owner/operators and their families. A combination interview checklist and financial data summary are utilized to gather relevant data and to determine personal goals and tax goals of our clients. After these goals and objectives have been determined, we work with clients, clients’ attorneys, and other advisors to make recommendations and implement a plan to accomplish the goals.

The plan is then periodically reviewed to determine if any changes are needed due to changes in client goals, tax laws or other outside influences.

Concannon, Miller & Company, P. C. professionals have appeared as guest speakers at many McDonald’s ROA meetings, covering various aspects of estate planning and personal financial planning.

Services include:

• Personal Financial Statements
• Projections of Federal and State Estate and Inheritance Taxes, Including Cash Requirements
• College Financing Projections and Planning
• Review of Wills and Trusts (Revocable and Irrevocable)
• Gifting Programs - Including Use of Trusts
  • Grantor
  • Irrevocable
  • Charitable Split Interest (Uni-Trusts & Annuity Trusts)
  • Family Limited Partnerships and Limited Liability Companies
  • Minority Interest and Marketability Discounts
• Valuation of Restaurants
• Planning for Utilization of Tax Opportunities
  • Lifetime Unified Credits
  • Credit Shelter Trusts
  • Irrevocable Life Insurance Trusts
  • Intrafamily Installment Sales
  • Beneficiary Designations
  • Installment Payments of Estate Tax
  • New Restaurant Entity Structure
  • Income Splitting with Children
  • Stock Bonus Arrangement