Certified Public Accountants & Consultants
Estate Planning Services
- Income tax planning and compliance for individuals, estates and irrevocable, revocable and charitable trusts
- Proactive gift & estate planning through lifetime & testamentary transfers
- Assistance through the estate transition process and meeting of final wishes as directed by a Will or Revocable Trust Agreement
- Consulting on trust formation, funding & taxation to achieve desired results
- Appropriate use of income and estate planning tools such as lifetime gifting schedules, credit shelter/bypass trusts, generation-skipping transfer trusts, grantor retained annuity trusts, installment sales to defective grantor trusts, qualified personal residence trusts, charitable trusts, private foundations, family entities, self-cancelling installment notes and irrevocable life insurance trusts
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- Life insurance analysis for needs during life & for liquidity at death
- Consulting for minimization of personal liability for business activities
- Asset protection entity strategies including family limited partnerships, family limited liability companies & irrevocable trusts
- Tax planning and reduction strategies
- Tax returns and compliance
- Tax controversy & penalty consulting
- IRA funding and distribution planning
- IRS representation
- Stock option planning
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