Usually the service provider would perform administrative and company secretary duties and offer basic taxation advice.

- SKC offered financial and taxation advice.

At the time it was orally expressed that before the final settlement, taxation advice should be sought as such a large transfer of property would trigger capital gains taxes.

One year later, when Tapoohi realized that taxes were owed, she sued her sister, lawyers and the mediator based on the fact that the agreement was subject to further taxation advice.

A different kind of survey conducted among 103 West Midlands practices showed that company and commercial advice and taxation advice often associated with the drafting of wills were regarded as important categories of work (Podmore, 1977).

Moreover, financial planners should be extremely careful in providing estate planning or taxation advice for a fee, as these fields are highly regulated by government agencies that control the practice of lawyers and Certified Public Accountants (CPAs).

The firm offers a wide range of services, including insurance and taxation advice, strategic consulting, private management, human resources consulting, real estate consulting, strategic & performance consulting, occupational health and safety consulting, as well as recovery and reorganization consulting.

He has written and lectured on issues involving taxation advice and morality and in November 2005 gave the Hardman Lecture for that year at the Headquarters of the Institute of Chartered Accountants in England and Wales under the title 'Honesty is the Best Policy'.