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Estate, Trust & Gift Services

Accounting and Financial

  • Accurate and timely preparation of estate, trust and gift tax returns to make sure you receive all legal deductions that you are entitled to
  • Consulting regarding family gifts and the important tax implications that arise to avoid unexpected problems
  • Experienced advice about your tax impact when considering the sale of inherited or gifted assets to make sure you pay the lowest legal tax required
  • Advice to beneficiaries in the United States and overseas