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Monday, 08 September 2014

Partners South Insurance And Estate Planning Announces Alliance With State Street Tax & Accounting Advisors

FT. LAUDERDALE, FL, Partners South Insurance and Estate Planning, headquartered in Ft. Lauderdale, Florida, is pleased to announce its strategic alliance with State Street Tax & Accounting Advisors of Dickinson and Watford City, North Dakota. The alliance creates a single-source solution for clients seeking strategic business planning, tax guidance, accounting operations, and insurance and estate planning.
"Market conditions in today's economic environment make seemingly polar opposites, Florida and North Dakota, quite similar," says Timothy Fussell, PhD Founding Partner and Chief Executive Officer of Partners South. "With the rebound of tourism in Florida and the oil industry rebirth in North Dakota, proper accounting, tax and estate planning services are critical to the financial health of any investor and businessperson."


Currently representing clients in the Great Plains region of the U.S., the new alliance will allow State Street Tax & Accounting Advisors to extend its reach into Montana and surrounding states. "We're excited about the possibilities this new union has to offer our current clients and communities," said Christopher Matysek, EA, MST, Principle of State Street Tax & Accounting Advisors. "By joining forces we are able to offer better and broader services to our local communities," he added. The Dickinson location will soon be home to a Business Broker who will provide exposure to local business owners wishing to sell. Attorneys for the group will focus solely on estate and tax planning and the insurance agency strength provides a depth and breadth of resources not found elsewhere.

"It's clear that North Dakota is facing issues similar to those we are seeing in other states where Partners South has a presence," said Fussell. "In fact, North Dakota is very similar to California from an estate taxing standpoint; to North Carolina and their farm-related food industry issues, and North Dakota can relate to the booming growth Georgia is currently enjoying. Increasing the strength of offerings for both companies benefits everyone."