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.
Have Vacation Rental Property? Check Out These Tax Strategies
Buying property and selling after it’s appreciated is a wealth-building strategy that has been around for centuries. It’s even better if that property can make you money through rental income.
7 Tax Strategies That Save Small Businesses Money
Taxes are a constant for any business. Planning for your taxes is an important business function that allows you to make decisions to maximize your tax deductions and save your business on taxes.
Some Fear The Great Resignation; What About The Great Reconsideration?
Have you heard about The Great Reconsideration? If not, it’s a real thing, and it’s something you need to evaluate if you’re closing in on retirement or thinking about doing so early.