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

 

For more information, please contact a member of our Tax practice team: