Thompson & Dunavant, located in Memphis, Tenn., is an independent planning firm that provides integrated plans for savings and tax benefits. It offers plan addressing control programs to clients and provides business planning assistance for pension law and Internal Revenue Services. It coordinates with attorneys and certified public accountants for its clients legacy. Thompson & Dunavant offers legacy planning by analyzing its clients situation. It projects tax liability and recommends a course of action for its client s business. It also offers risk management services by auditing and assisting life insurance, disability income replacement, business overhead expense coverage, disability buy-out, salary continuation plans, insured qualified retirement plans and annuities. In addition to traditional investments like stocks, bonds and mutual funds, it also offers alternative asset classes.
Services/Products
General InfoThompson & Dunavant, located in Memphis, Tenn., is an independent planning firm that provides integrated plans for savings and tax benefits. It offers plan addressing control programs to clients and provides business planning assistance for pension law and Internal Revenue . It coordinates with attorneys and certified public accountants for its clients legacy. Thompson & Dunavant offers legacy planning by analyzing its clients situation. It projects tax liability and recommends a course of action for its client s business. It also offers risk management services by auditing and assisting life insurance, disability income replacement, business overhead expense coverage, disability buy-out, salary continuation plans, insured qualified retirement plans and annuities. In addition to traditional investments like stocks, bonds and mutual funds, it also offers alternative asset classes.,Thompson & Dunavant, located in Memphis, Tenn., is an independent planning firm that provides integrated plans for savings and tax benefits. It offers plan addressing control programs to clients and provides business planning assistance for pension law and Internal Revenue . It coordinates with attorneys and certified public accountants for its clients legacy. Thompson & Dunavant offers legacy planning by analyzing its clients situation. It projects tax liability and recommends a course of action for its client s business. It also offers risk management services by auditing and assisting life insurance, disability income replacement, business overhead expense coverage, disability buy-out, salary continuation plans, insured qualified retirement plans and annuities. In addition to traditional investments like stocks, bonds and mutual funds, it also offers alternative asset classes.,Certified Public Accounting