» Tax Consulting and Related Services »
July 20, 2024

Service Areas

    Estate Planning

  • Estate Plans
    Appropriate and timely estate planning is critical to wealth preservation, whether the wealth is in liquid securities, a family business, real estate, or a combination of these. We are particularly experienced in designing and... [MORE]
  • Business Succession Planning
    Many entrepreneurs who have built successful companies are concerned about business succession as they get older. They often want to see the family business passed to the next generation, but believe this cannot be done without... [MORE]
  • Deceased Taxpayer Tax Fillings
    The preparation of tax returns for a deceased taxpayer and trust returns for an estate are specialized services within the tax field. Numerous elections and tax-planning opportunities are available, and an experienced tax... [MORE]
  • Post Mortem Tax and Estate Planning
  • Trust and Estate Taxation
    The area of trusts and estates practice is a complex one, with many opportunities for tax planning. These tax-planning opportunities include; minimizing tax through income splitting;; planning for deferral of capital gains;;... [MORE]
  • Tax Support Services for Estate Litigation
    Unfortunately, from time to time family members disagree on estate administration issues. We understand the kinds of issues that can arise and we are experienced in providing litigation support services with an emphasis on the tax... [MORE]