Trusts, Estates, Charitable Entities

Trusts & Estates

Successful estate planning requires a thorough understanding of your goals, objectives and motivations. We want to protect your legacy for future generations. In the complex area of estate and trust planning, much is at stake. You need to know that your family, the charitable causes you support and your beneficiaries will receive their intended inheritance with a minimum of estate and gift tax liability. You also may want to maintain an element of control over those assets during your lifetime.

We will help you plan in ways that benefit you in your lifetime, as well as for generations to come and for the charities that you support.

We help our clients successfully manage their current estates and facilitate the transfer of family wealth. Some of our services include:

  • Analyzing the current estate plan to determine future income and estate tax consequences
  • Preparing complex estate, gift and trust tax returns
  • Establishing family trust and investment partnerships
  • Review of existing wills and trusts
  • Gifting strategies
  • Multi-generational planning
  • Charitable gifting
  • Tax compliance
  • Related income tax planning
  • Estate administration
  • Tax elections
  • Retirement account planning
  • Business succession planning
  • Establishing private philanthropic foundations, donor-advised funds and other charitable vehicles

Nonprofit Entities

Because they face complex and ever-changing tax and audit compliance standards, nonprofit organizations need experts who can help navigate these challenges by providing specialized tax services. Working with not-for-profit foundations and associations for many years, we have a deep understanding of the tax and accounting complexities they face. Year after year there is more intense scrutiny from government agencies, so they need a partner that can guide them through the myriad tax laws that impact them specifically. We work together with organization leadership to create strategies that minimize both tax burdens and compliance risk associated with all relevant regulatory agencies.

We are knowledgeable in all aspects of not-for-profit filing requirements of 501(c)(6) and 501(c)(3) organizations and preservation of 501(c)(3) taxexempt status. Our services include:

  • Alternative Investment Planning
  • ASC 740 Tax Provisions
  • Form 990 Compliance
  • Unrelated Business Income Tax Planning