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Tax

Individual taxation can be as complete as business taxation. On our family office side, we not only specialize in individual tax return preparation and planning but we also specialize in:

  • Estate & Trust Income Tax - Form 1041
  • Estate Income Tax - Form 706
  • Gift Tax - Form 709 

Additional services we provide:

  • Estate tax minimization vs. Medicaid qualification
  • Electing optimal Social Security benefit payouts
  • Fixed income methods to meet retirement goals
  • Taking the Required Minimum Distribution at age 70 1/2
  • Inherited retirement calculations from spouse
  • Inherited retirement calculations from parents
  • Taxation of annuities and insurance products
  • Tracking income tax basis of assets to decrease capital gains
  • Maximizing the step-up in tax basis of assets at death

CPA Named 2018 Small Business of the Year

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Our New Website!

Cunningham Powell Alexander, A.C. is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

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