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Estate & Gift Tax Return Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Consult With Our Experts

Jonathan C. Ames
Manager

Experience

David R. Fletcher
Associate Accountant

Experience

James L. Oslin
Partner

Experience

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Articles

What Constitutes an Alimony Agreement?

By David Goodman, CPA/ABV/CFF, CVA & Jon C. Ames, CPA, CVA, MAFF   Under the Tax Cut and Jobs Act (TCJA), alimony will no longer be deductible by the payer and taxable to the recipient under divorce or separation agreements dated after Dece