Protect Your Family’s Financial Legacy from Taxes
Understand your tax exposure so you can protect your family’s wealth from inheritance tax, estate tax and gift tax.
The destruction of private wealth from tax liability can have long-term, catastrophic impact on a family’s ability to pass wealth from one generation to the next. There are some inherited assets that are tax-friendly, but under new rules, others come with a hefty tax burden. Our team helps your family keep the legacy you’ve built with strategic tax planning that spans generations.
Don’t let taxes prevent you from passing a legacy to your heirs. Here’s how we help:
- Tax Planning, Year Round
- Tax Preparation
- Tax Payments
- IRS Communication
- Itemized Deduction
Tax Planning, Seamlessly Integrated
Business tax strategies
We understand that managing your company’s taxes is critical, but often, business owners do not have the time or depth of understanding to truly take advantage of the many tax-saving strategies available.
What are the rules a family needs to follow to make tax-efficient gifts? We stay on top of ever-changing tax law to make sure your giving strategy is designed to reduce your taxable estate while avoiding tax consequences for your recipients.
Inheritance tax law
Recent focus on generational wealth has made inheriting money more complex than ever. We help our clients avoid being caught off-guard with strategic planning executed seamlessly, in a way that benefits them the most.
Estate tax review
Many families put estate planning structures in place to protect their assets from tax drag and generational tax burden. We help families avoid unintended consequences with a thorough estate tax review to reduce the impact of generational estate tax liability.
Don’t Leave Money On the Table
Our team of tax professionals can help you make informed decisions about your wealth so that you feel confident and in control.
1226 Lincoln Ave
San Jose, CA 95125
1226 1226 Lincoln Ave.
San Jose, CA 95125