Tax Planning for Individuals and Businesses

Clients call on Estate Preservation Law Offices for our specialized knowledge of tax issues and developments. Whether working with individual or business clients on a simple estate plan or on more sophisticated business transactions, our tax professionals make it a point to identify and discuss all relevant tax considerations, and then provide sound tax planning strategies. While every planning situation has a primary objective – be it nursing home protection or financial aid – our aim is to ensure the most favorable tax outcome given each client’s unique situation.

In addition to the planning areas listed on this site, our tax planning services include:

• Estate tax, gift tax, and generation skipping transfer tax planning
• Estate tax return preparation
• Gift tax return preparation
• Individual, business and fiduciary income tax return coordination and consultation