Tax

The firm provides comprehensive and detailed assistance in tax matters to include the following:

• Preparation of individual and fiduciary tax returns
• Preparation of estate and gift tax returns
• Use of Special Use Valuations for estate tax and post-mortem estate planning
• Negotiating issues with Internal Revenue Service regarding Special Use values and installment payment of estate tax
• Providing advice and guidance on techniques available to avoid and mitigate estate tax, gift tax, generation-skipping tax and income tax