Tax and Estate Planning
Our Scope of Expertise
- Full-service financial planning and implementation in collaboration with ideas and input from all professionals.
- Year-end tax planning including coordinated or consolidated 1099 reporting capability.
- Preparation of date of death valuations and historical security pricing.
- Advanced tax strategies execution (i.e., philanthropic funding, securities hedging, tax loss utilzation)
*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. while we are familiar with the tax provisions of the issues presented herein, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.