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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

Robert A. Butkus
Founding Partner


Lucy Luo
Associate Accountant


Leslie C. Gosule
Founding Partner


Related Blog

Massachusetts is Slowly Complying with Federal Tax Return Due Dates

Massachusetts has passed legislation to conform to the Federal filing deadlines. Just not immediately in some cases. C Corporations - The Federal filing deadline for C Corporations is April 15th (4th month following the fiscal year end). Massachusetts