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Baldwin Advisory, LLC specializes in intergenerational income tax, estate and financial planning services for corporate executives and high net worth individuals. Our team provides expert guidance on tax and financial reporting, succession planning and governance structures. We help clients achieve their goals and objectives by providing personalized advice on employee benefits, estate planning, and financial planning. With years of experience, our team of certified public accountants (CPAs) and certified financial planners (CFPs) delivers comprehensive financial solutions to our clients.