In conjunction with our income tax services, we offer our clients complete estate and gift tax planning and management services. We provide planning and compliance services related to peripheral entities.
We have substantial experience with estates of all sizes. We serve those small enough to have no Federal filing requirements and those large enough to be responsible for tens of millions of dollars in tax.
Our firm maintains a unique approach to valuation issues related to estate and gift taxes. We generally have a substantial inventory of returns and planning engagements in process. This keeps us in touch with developing and traditional issues and techniques related to asset valuation.
Due to our broad base of accounting, auditing, and income tax clients, and our strategic professional alliances, we have been exposed to and helped develop specific valuation plans for a variety of industry and asset groups.
We believe that the client should be informed of all valuation options and that the most realistic, aggressive valuation techniques should be used. The firm also provides valuation services to various other professional firms in the area.
