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.
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.