Estate Tax / Gift Tax

Service Description

We provide income tax planning and compliance services to high net worth individuals and their families. We will try to learn about you as much as we can and understand your unique needs. Whether you accumulated significant wealth over many years or through a one-time life event such a business sale, inheritance or divorce, we can help. We encourage you to contact us for advice prior to making important financial decision. We render technical expertise in the following areas: - Income Tax Planning and Consulting - Estate and Gift Tax Planning - Alternative Minimum Tax Advising - Multi-State Income Tax and Structuring Primary Residence - Screening and Purchase of Various Federal and State Income Tax Credits - Passive Activity Loss Analysis for Real Estate Hold or Sell Decisions - Business Succession Planning - Family Accounting and Cash Management - Charitable and Philanthropic Tax Strategies

Contact Details