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Tax Services
Individual Tax Services
Paying taxes is a fact of life, but we can protect you from expensive mistakes. We will advise you how to use trusts and gifts to reduce estate taxes, and present proven tax-advantaged strategies to save for college and transfer wealth.
- Income Tax Return Preparation
- Estate/Gift Tax Returns
- Tax Planning Services
- Review of Wills
- Integrated Tax and Investment Advisory Planning
- College Funding for Children
- Wealth Transfer Planning
- Internal Revenue Service Controversy
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Estate Planning
- Marital Trusts
- Bequests
- Charitable Trusts
- Foundations
- Insurance Trusts
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Gifts
- Intervivos Trusts
- Outright Gifts
- Utilizing Grists, Grats, and Gruts
- Charitable Trusts
- Generation Skipping Gifts
Case History:
The AMT: What Your Accountant Doesn't Know Can Hurt You