Protect What You Have Built and Plan Your Legacy
Estate and gift tax planning is about more than minimizing taxes. It is about making sure your wealth goes where you want it to, when you want it to, with as little lost to taxes as possible.
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Tell us how we can help and we'll be in touch within one business day.
How can we help?
What You Get
We work with business owners, executives, and high-net-worth individuals to develop estate and gift tax strategies that protect wealth and facilitate smooth transitions to the next generation. Our services include annual gifting strategies, estate tax projections, trust coordination, business succession planning from a tax perspective, and generation-skipping transfer tax planning. We collaborate with your estate attorney to ensure your tax plan and legal documents work together seamlessly.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
Business Owners Planning for Succession
You want to transfer your business to family members or key employees and need a tax-efficient plan to make that happen without a massive tax bill.
High-Net-Worth Individuals
Your estate may be subject to federal estate tax, and you want strategies in place to minimize the impact and maximize what passes to your heirs.
Parents and Grandparents Gifting to Family
You want to support your children or grandchildren financially, whether through annual gifts, education funding, or larger wealth transfers, and you want to do it tax-efficiently.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Estate Assessment
We review your assets, liabilities, existing estate documents, and family situation to understand the full picture and estimate your potential estate tax exposure.
Strategy Development
We develop a customized plan incorporating gifting strategies, trust structures, business succession approaches, and other techniques to achieve your goals.
Implementation Support
We coordinate with your attorney to implement the plan, prepare gift tax returns when needed, and ensure all documentation is in place.
Ongoing Review
We review your plan regularly to account for changes in tax law, asset values, family circumstances, and your personal goals.
Common Questions
Frequently Asked Questions
How much can I give away each year without filing a gift tax return?
The annual gift tax exclusion allows you to give up to a set amount per recipient per year without filing a gift tax return or using any of your lifetime exemption. The amount is adjusted for inflation periodically. We can advise you on the current threshold and strategies for maximizing your annual gifts.
Do I need to worry about estate tax?
The federal estate tax exemption is currently high, so most individuals are not subject to estate tax. However, the exemption amount is scheduled to decrease significantly in coming years, and state estate taxes may apply at lower thresholds. Planning now can protect you from future changes.
How does business succession factor into estate planning?
A business is often the largest asset in an owner's estate. Transferring ownership to the next generation in a tax-efficient way requires advance planning, potentially including valuation discounts, installment sales, or trust structures. We help you evaluate the options.
Do you prepare gift tax returns?
Yes. We prepare Form 709, the federal gift tax return, when you make gifts that exceed the annual exclusion amount or when certain trust transactions require reporting.
Should I work with both a CPA and an estate attorney?
Yes. Your CPA handles the tax analysis, projections, and return preparation, while your attorney drafts the legal documents like wills, trusts, and powers of attorney. We work collaboratively with your attorney to make sure everything is aligned.
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Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.