One Nation Under God Fulcrum Partners

One Nation…

Fulcrum Partners Fulcrum Partners News

I pledge Allegiance to the flag of the United States of America and to the Republic for which it stands, one nation under God, indivisible, with Liberty and Justice for all.

bdo marketplace announcement

Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace

Fulcrum Partners Fulcrum Partners Media Releases

As an Independent Member of the BDO Alliance USA, Fulcrum Partners is proud to provide our services to CPAs and CPA firms through the new BDO Alliance Marketplace. We partner flexibly with CPA firms, positioning them to expand their offerings and better support their clients in ways that are creative, customized and reliable.

Estate Liquidity and Generational Wealth Transfer Planning Needs

Estate Liquidity and Wealth Transfer Planning Needs

Fulcrum Partners Fulcrum Partners News

While there are numerous strategies when addressing the need for estate liquidity and wealth transfer planning, the goal is always to identify optimal solutions and opportunities. In a landscape where legislative and tax rules are ever changing, you want solutions that are both long-lasting and flexible. And no matter how well designed, legacy plans require timely review to ensure they …