OUR SERVICES
We offer individualized tax planning and preparation services for several types of clients. Our specialties include the following:
Income Tax Planning for Individuals, Trusts & Estates
Missed opportunities and undesired consequences may result from failing to monitor income tax issues associated with trust and estates.
We consult with clients to understand these issues and make decisions regarding distributions and accumulations for trust and estates that support a client's interest and goals.
We consult with clients to understand these issues and make decisions regarding distributions and accumulations for trust and estates that support a client's interest and goals.
Family Limited Partnerships/LLC Taxation
We evaluate all tax aspects of partnership planning and compliance including the following:
1) Distributions and Liquidations
2) Inside/Outside Basis
3) Allocation of Income/Loss
4) Capital Formation & Ownership
5) Gifting Partnership Interest
1) Distributions and Liquidations
2) Inside/Outside Basis
3) Allocation of Income/Loss
4) Capital Formation & Ownership
5) Gifting Partnership Interest
Timber Sales/Reforestation
We work with individuals, estates & trusts to develop a plan for minimizing the tax burden on the disposition of cut timber.
We also analyze the related cost such as cruising, scaling, marking, advertising and forester fees.
We also analyze the related cost such as cruising, scaling, marking, advertising and forester fees.
Estate and Gift Tax Planning
We offer a proactive approach to estate and gift planning. We work to cost-effectively achieve your desired goals.