Real Estate & Gift

 

Estate & Gift Tax Filings
We prepare these returns, and the accounting that supports them.

 

Estate Tax Planning
There are many estate planning tools that should be considered, including cash and non-cash gifts, an array of trusts and family limited partnerships. Generally, a combination of some of them produces the optimal tax savings.

 

Gifts
To the extent that you gift property to others, including your heirs, during your lifetime, it will reduce your estate tax burden. You can gift cash or property, but the rules can get complex and gift tax filings are required in many cases.