Estate Tax Planning & Consulting
We offer round-the-year tax consulting and tax planning services to not only ensure
compliance with the intricacies of complex tax laws, but to also minimize your tax liabilities under those laws.
Our commitment is to maintain the highest levels of tax expertise and understanding so we can apply them to your
situation, however challenging it may be. We can make your choices clear by dealng with the complexity so you won't
We work with attorneys, investment advisors, and other professionals to be sure your needs are met.
Our tax consultants specialize in helping you with your tax planning needs across a broad spectrum of specialized
needs. Please contact us if you need expert guidance in any of the following areas:
Estate taxes were once a problem affecting only the very wealthy. Now, however, when you consider the value of
homes, portfolios, life insurance, and other assets, your estate may be facing a significant
tax. We can guide you in forming an effective estate plan that will provide tax-savings and
other important benefits.
The government imposes a “gift tax,” often at significant rates, depending upon the amount gifted, on transfers
made by a donor during their lifetime above the annual gift exclusion.
We can help ensure that your loved ones receive at least the amount gifted to them through leveraging the annual
and/or lifetime exclusion to your benefit.
Whatever the age of your children, we can help you take advantage of the numerous federal and state tax breaks
available as you plan for their education.
Steve would love to talk with you - just provide your name and e-mail
address, and Steve will be in touch with you at the earliest opportunity to answer your