Accounting and Auditing Services | Tax Services | Specialized Services

Tax Services - Estate and Gift Taxes

Tax consequences are a vital component of effective estate planning. While there is significant opportunity to both minimize taxes and maximize the transfer of assets from one generation to another, complex and changing tax codes can be challenging.

John Gerlach & Company helps clients plan estate and gifting programs for maximum value and minimum taxation. Many of these include complex, multi-generational wealth-transfer strategies involving multiple holdings.

Tax compliance | Estate and gift taxes | Tax and business planning | Tax controversies and representation | State and local taxes | International taxation