We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy.
Individual Tax Planning
INDIVIDUAL TAX PLANNING SERVICES
- Estate and income tax planning and compliance
- Preparation of all tax returns – individual, gift, estate, trust
- Analysis of your current and future tax situation
- Personal financial planning
- Ongoing tax planning for estate, trust and beneficiaries
- Cash flow reports and budgets
- Audit representation
- Account reconciliation with banks, investment brokers, etc.
- Investment tracking for tax purposes and capital gains/losses
- Planning for gift and estate taxes
- Retirement planning
- Succession planning
- Philanthropic planning
- Education planning
- Purchases, sales and structuring
Guidance for important business decisions
Other Services
Valuations for Individual and Corporate Tax Planning
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more
Succession and Shareholder Planning
We provide advisory services to trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers.
Transaction and Corporate Advisory Services
We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.