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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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