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
Mary Joyce and Benjamin Kramer Have Been Promoted!
Friedman + Huey is pleased to announce that Mary Joyce, CPA, MST, has been promoted to Principal and Benjamin Kramer, MAS, MIS, to Director of Technology.
Are You Confident in Navigating Your Finances?
As a busy woman juggling multiple responsibilities, don’t let financial concerns take a back seat. Discover why being involved in your family’s finances and tax planning is crucial. Start your journey to financial knowledge and take control of your future.
Tax Planning to Avoid – or Limit – the Illinois Estate Tax
Did you know that Illinois is one of 12 states (and the District of Columbia) with its own estate tax? Here’s what you need to know.
