Practice Areas

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