As principal-in-charge of retirement planning services, Ken's responsibilities include designing comprehensive retirement planning strategies for Caras and Shulman clientele. He develops custom-designed retirement plans to help our clients meet their long-term goals. Ken, as a key member of Caras and Shulman's Consulting Division (CSCG), provides clientele with sound business advice that helps them successfully achieve their business and personal objectives. He services industries that include manufacturing, wholesale distribution, construction, sports equipment and apparel, moving, storage, warehousing, healthcare, medical supplies, home improvement, and printing. In addition, Ken represents clients before the US Department of Labor, Internal Revenue Service and the Massachusetts Department of Revenue on matters of compliance. He is also responsible for staff development, training and the creation of strategic alliances for the firm's resources in this area. |