Gifting and Tax Planning

There are many tax-leveraged strategies to pass assets on to your loved ones and favored charities during life and at death. We advise clients on the transfer of business interests, real estate, and other assets while optimizing the use of tax exemptions, entity discounting, and the shifting of appreciation. While exploring and implementing these very tax-driven strategies, we consider the non-tax needs of our clients and their families, and ensure that tax goals and non-tax goals work together.