Estate Planning

It may produce better outcomes.

A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.

Both taxpayers and professionals are potential targets.

The pitfalls for the unwary are myriad and often costly.

It may cause trouble down the line If your client is audited.

Certain charitable remainder annuity trusts deemed “listed transaction.”

Proactive succession planning can ensure a smooth transition and continued success.