It’s Impossible to Avoid Death, But You Might Avoid Taxes: Michael discusses the proposed changes to the estate tax and suggests specific estate planning devices that should be utilized even if proposed estate tax changes become law. Published on August 2, 2000 in the San Francisco Chronicle. Published on July 28, 2000 in the East Bay Business Times as Feds Should Separate Death and Taxes on Estates. Published on July 27, 2000 on Accountingweb.com (Internet site) as Separating Death and Taxes. Published in July 2000 issue of Accounting Web as How Can I Avoid Estate Taxes for My Heirs?
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.