Tax
The firm provides comprehensive and detailed assistance in tax matters to include the following:
- Preparation of individual and fiduciary tax returns
- Preparation of estate and gift tax returns
- Implementation of Special Use Valuations for estate tax and post-mortem estate planning
- Negotiation of issues with Internal Revenue Service regarding Special Use values and installment payment of estate tax
- Provision of advice and guidance on techniques available to avoid and mitigate estate tax, gift tax, generation-skipping tax and income tax