Business success starts and ends with a solid succession plan. 

It's never too soon for business owners to think about their exit strategy. If you want to take care of business even after you're gone, you need to plan what will happen to your estate, and that includes your business.

Trust & Estate Planning for Sole Proprietors, Family-Owned & Closely-Held Businesses

You've worked hard to establish your business as a profitable entity. Why would you want to relinquish your hard-earned money to the IRS in estate taxes? This type of tax, also called death tax, usually ranges from 35 to 50% of the business value and is due within nine months of your passing. Since most business assets are not liquid, paying estate taxes often requires selling the business. Due to the nine month limitation, small businesses are often sold well below their value. Thankfully, estate planning can keep your business from becoming a fire-sale. Careful planning will ensure that your business can stay up and running and be protected from large, unexpected tax liabilities.

Our CPAs and business advisors have specialized training, accreditation and years of experience in business valuation and trust and estate planning.  Our team will ensure that your lifetime of assets are safely transferred to future generations.

Our services and solutions include:

Estate plan review, analysis, and tax projections

Preparation of income, estate, and trust tax returns

Trust administration and compliance

Assisting trustees with trust compliance and tax planning

Post-mortem tax planning and administration

Assistance with sales and gifts to intentionally defective trusts and compliance

Generation-skipping tax planning and compliance

Private foundations and charitable planning

Business succession planning