6 Client Reviews
Showing 1 - 5 of 6 reviews
Posted by Susan | January 13, 2016 | Hired Attorney | Employee Benefits
Total Package
We retained Ms. Walser's services to enhance our firm's executive compensation profile within our markets. After various options were reviewed, a NQDC 409A plan was implemented and has improved the perception of our exec benefits package with our targeted audiences even beyond our expectation. Ms. ...
Posted by G. Richards | January 11, 2016 | Hired Attorney | Estate Planning
Wealth & Tax Strategy
Ms. Walser reviewed and modified my estate plan and legal documents for my revised legacy plan, tax and distribution strategies.
Posted by Patricia | January 03, 2016 | Tax
Tax implications
Rebecca spent a great deal of time with me. I have developed a unique concept for fundraising that needed clarification as to the tax implications for the donors. Rebecca listened, then added suggestions that improved my concept. She was engaged, informed, supportive & unbelievably helpful. I hav...
Posted by Peggy Demetriou | December 30, 2015 | Hired Attorney
Stellar
Her knowledge and experience is at a high level and she exceeded my expectations for the work that was done. Very pleased.
Posted by Jim | December 30, 2015 | Hired Attorney | Estate Planning
CEO (retired) Quest Health Enterprises, Inc.
Rebecca reviewed our trusts, estate legacy and charitable gifting plans then recommended smart revisions to our legacy/gifting plans including tax and asset distribution enhancements.