WS - C - City of Tiffin 2024 - Communication Letter - Final

Business Services DELIVERING B U S I N E S S SERVICES THAT INNOVATE AND INSPIRE At Creative Planning, our business services offering provides customized, high‐quality expertise to support every phase of your business journey. BUSINESS VALUATIONS LEGAL ◊ Accredited Valuations ◊ Business Incorporations/LLCs ◊ Calculation Reports ◊ Buy‐Sell Agreements TAX ◊ ESOP Feasibility Studies ◊ Real Estate Transactions ◊ Corporate and Non‐Profit Tax ◊ Succession/Exit Planning ◊ Litigation Support ◊ Estate Tax ◊ Powers of Attorney ◊ Tax Reform Initiatives ◊ Employee Benefit Plan Legal Services ◊ R&D Tax Credits ◊ Cost Segregation LENDING ◊ Federal and State Incentives ◊ Community Tax Credits ◊ Commercial ◊ Work Opportunity Tax Credits ◊ SBA ◊ Employee Retention Credit ◊ Non‐Residential INSURANCE RETIREMENT COMPREHENSIVE ◊ Commercial Property ◊ Retirement Plan Advisory BUSINESS ◊ Life and Disability ◊ 3(38) and 3(21) Fiduciary ◊ Long‐Term Care and Medicare ◊ TPA Recordkeeping SERVICES Supplements ◊ Customized Investment ◊ General Liability Solutions ◊ Fleet Auto ◊ Workers’ Compensation AUDIT & ATTEST* ◊ Directors and Officers ◊ Audit and Assurance ◊ Surety Bonds ◊ Accounting Services ◊ Fraud and Forensic Accounting M&A AND CONSULTING ◊ Buy‐ and Sell‐Side Investment Banking OUTSOURCED ACCOUNTING & TECHNOLOGY ◊ Turnaround Services PAYROLL ◊ Business Performance ◊ Help Desk Services ◊ Executive Coaching and Training ◊ Accounting and ERP Software ◊ Virtual CIO ◊ Compensation Structure and Analysis ◊ Custom Programming and Apps ◊ Cybersecurity Audits ◊ Bookkeeping ◊ IT Hardware ◊ Virtual CFO/Controller/HR ◊ Hosted Cloud Services ◊ State and Local Tax Registrations ◊ Off‐Site Data Backup ◊ Sales and Use Tax Nexus Studies ◊ Payroll Processing ◊ Benefits Administration *Creative Planning is an independent wealth management firm also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.