Estates, Gifts, and Trusts Video
S Corporation Trusts
Building upon the fundamentals of S corporation trusts, we explore the specific applications of Grantor, QSST, and ESBT structures. We clarify the key considerations and eligibility requirements, enabling you to optimize your business and estate planning strategies
Estate Planning Services
Building on our personalized approach, we refine your estate plan to align with your family’s specific needs. We collaborate closely with your legal advisors, focusing on minimizing income, estate, and gift taxes for both individuals and business owners. Beyond tailored planning, we also provide comprehensive tax compliance for trusts, estates, and gifts.
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Unlock the Potential of S Corp Trusts. Gain a clear understanding of the three key trust types allowed for S corporation shareholders. Explore their advantages and potential challenges.
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Explore the strategic use of gifting and trusts in estate planning. This eight-part video series provides expert analysis of asset protection, tax optimization, and the latest IRS regulations, ensuring you make informed decisions.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.