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
Year-End Tax Planning Strategies for 2022
As the year-end approaches, take advantage of these tax planning strategies in the last month of 2022 to reduce your tax liability. Here is an overview of some strategies you may want to consider.
IRS Announces Increased Retirement Plan Contribution Limits for 2023
The IRS has released increased 2023 tax year contribution limits for retirement plans. Here are the new limits and how they may affect your strategy.
Do I Qualify for R&D Credit? …You May Be Surprised!
New research and development tax credit requirements went into effect on January 10, 2022. These new rules require more detailed proof that credits are valid. So, many businesses seeking the credit now face extra work.
