Estate Planning

A thoughtfully prepared estate plan is extremely important for you and your family. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the estate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Periodic reviews of your trust and will are important to ensure that the documents are aligned with your intentions. We can guide you through the process of getting your financial affairs in order.

Effective estate planning can help with issues such as:

  • Ensuring your estate planning goals are achieved with your current documents in place
  • Determining future estate tax liability and how to fund or eliminate it
  • Facilitation of appropriate lifetime gifting strategies
  • Charitable gifting through trusts or donor-advised funds

We provide Estate & Trust Tax Preparation services which include:

  • Fiduciary (estate and trust) income tax returns (Form 1041)
  • Estate tax returns (Form 706)
  • Gift tax returns (Form 709)
  • Charitable remainder trust returns (Form 5227) 
  • Private foundation tax returns (Form 990-PF)
  • Fiduciary accounting

Tax Preparation – Individual & Business

Our team of tax professionals is ready to assist you with tax planning and preparation services for your unique situation.  Our multi-state taxation team understands the importance of careful analysis to properly assess and apportion your state tax liabilities. 


For clients with international taxation issues, our team will help you to address the international tax law will impact your income, business, and foreign investment opportunities. Our membership in Nexia International gives us access to tax experts in countries around the globe.


We have the experience necessary to help you through the ins and outs of new developments in tax law to lower your tax liabilities.