Tax Planning

Our approach is designed to prepare for life’s expected and unexpected events, and ultimately minimize the tax burden, protect assets, and identify and implement specific strategies for the transfer of personal and business interests.

Our Edge

Our most important commitment is to simplify the complexity of tax planning, so our clients fully understand the ramifications of the decisions they are making for themselves and the next generation.

Our practice leader serves as chief advocate and translator between all parties involved, including trust officers, drafting attorneys and tax advisors, presenting various scenarios and creative solutions tailored to ensure a holistic approach with our client’s best interest at the center of all activity.

Service Offerings

Estate, gift & charitable tax planning

Assistance in minimizing estate, gift and income tax exposure

Preparation of estate, gift and complex fiduciary income tax returns

Assistance with fiduciaries, beneficiaries and attorneys in various aspects of Trust and Estates Administration

Analyzing wills and trust instruments

Representing taxpayers and fiduciaries in estate and gift tax examinations

Testifying in court with respect to fiduciary accountings and the applicable laws

Estate valuation services

Post-mortem tax planning and estate administration

Informational filings related to the funding of and distributions from foreign trusts

Cash flow and liquidity analysis for estate tax needs

“As I’ve gotten older, my financial affairs — both business and personal — have grown increasingly complex. Wiss has proven to be an invaluable resource. Their guidance, depth of knowledge, experience, and careful attention to detail provide a sense of security in a rapidly changing world.”

Steven Wils
CEO, Harry Wils & Co. 

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