Expertise for Individuals and Families.

You’ve worked hard to build your legacy. As your trusted advisor, we can help you and your loved ones make the most of it.

Our goal is to maximize your wealth transfer while minimizing your estate tax liabilities, including those related to the generation-skipping transfer tax (GSTT). We work closely with your attorney and other professional advisors to achieve the best outcomes for you and your family. With deep expertise in estate, gift, and fiduciary income tax returns, our CPAs will provide the information you need to make informed decisions about your next steps.

Having served individual, corporate and non-corporate fiduciaries for nearly 40 years, F+H understands the unique issues you face.  Our fiduciary team is available to assist with everything from planning to tax and regulatory compliance to trust accounting and could even serve as your in-house tax department.

To learn more about our distinctive trust, estate, and fiduciary services, contact us today.

Resource Articles

The New 1099Ks Are Coming: Are You Ready?

With the new lower thresholds for transactions through eBay, Zelle, Venmo, PayPal, and other platforms, more businesses and individuals may receive a new Form 1099-K come January 2023. Here’s what you need to know.

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Master craftsmen in woodworking and cabinetry

Christian Klaas

CPA MST

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BBQ master in training

Craig Labus 

CPA MST

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Annette Ondrejka

CPA MST

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Waiting for the Starship Enterprise to beam him up

Elliott Friedman 

CPA MST

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Ardent Gardener

Anne Asato 

CPA MST

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