Our attorneys are experienced in all of the nuances involved in the preparation of income, gift, estate and generation-skipping transfer tax returns.
In addition to preparing returns directly for you, we can provide an additional review of your return after preparation by your accountant or CPA. This added review can:
- Provide broad-based oversight of the tax return preparation.
- Look for and potentially identify additional tax-saving opportunities.
- Provide the added assurance of accuracy of the prepared return.
In some instances, our experience in wealth transfer tax planning makes us the appropriate professionals to prepare and file these particular returns for individual clients, trusts or estates.
News & Insights
- Preservation | Family Wealth Protection & Planning, November 16, 2023