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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.

To learn more, contact us.

Consult With Our Experts

Lucy Luo
Associate Accountant

Experience

Robert A. Butkus
Founding Partner

Experience

Robert M. Jesson
Founding Partner

Experience

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Simplified filing for older individuals.

Tax filing for 65 and older taxpayers may be easier for tax returns to be filed for 2019 (April 15, 2020 due date).The Bipartisan Budget Act of 2018.the Bipartisan Budget Act of 2018 requires the IRS to publish a simplified income tax return des