Estate-Gift Tax Compliance and Planning

Services - Estate/Gift Tax Compliance and Planning

With the ever changing estate and gift tax laws and exemptions, it is imperative that proper planning be done to designate the appropriate beneficiaries, maximize the value of estate through the transfer of assets/gifts (during your lifetime and post-mortem) and attempt to reduce the uncertainties over the administration of the estate. Through consulting with you and/or your attorney on your estate plan, our estate tax professionals can assist you in managing your estate or client’s estate, while minimizing the tax obligations. In addition to tax planning, we have trained professionals who can efficiently and effectively prepare complicated estate, gift and trust tax returns required by various taxing authorities.
To learn more, please contact Chuck Mira at 419.474.5020 or
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