Virtually every aspect of our business and personal lives has its own unique tax implication, which is why professional tax services should not be confined to the preparation of basic tax returns. Each situation should be carefully evaluated in order to assure the most equitable and favorable tax treatment provided by law. Our tax professionals will research and develop tax strategies and tax-optimized plans that are most favorable for our clients. In addition, we have expertise in representation before the Internal Revenue Service, state and local taxing authorities.
Trust and Estate Planning
Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you have made in your life. Our team will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries.
For additional information regarding our tax services, please contact Deirdre Hartmann, CPA on (973) 298-8500.
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