Protect your legacy and ensure your assets are transferred according to your wishes with minimal tax impact. We provide strategic guidance on estate and gift tax laws, helping you navigate exemptions and filing requirements. Whether you are planning for future generations or managing a current inheritance, we ensure your wealth is preserved through proactive planning and compliant reporting.
We help you utilize lifetime gift exclusions and estate tax exemptions effectively, ensuring that more of your wealth goes to your beneficiaries rather than to tax authorities.
We handle the preparation of federal gift tax returns (Form 709) and coordinate with legal teams on estate returns, ensuring every technical requirement is met to avoid future IRS disputes.
We advise on the most tax-efficient ways to transfer business interests or property, providing a roadmap that balances your financial security with your desire to provide for your heirs.
