Estate, Trust, and Gift Planning
Providing security for your heirs while reducing or eliminating tax due on business and asset transfers
A properly structured estate and trust plan provides you with peace of mind knowing that your spouse, children, and business are taken care of and accounted for after you’re gone. The orderly transfer of your assets to beneficiaries should be accomplished in a way that provides security for your heirs. A solid plan should also accomplish your personal, charitable, and philanthropic goals while reducing or eliminating tax burdens.
There are a wide variety of estate and gifting strategies and formats that have legal, tax, compliance, and administrative consequences, including:
For a no-obligation discussion of your estate planning, gifting, or charitable contribution options, please contact Austin Coyan, Senior Manager, using the fillable “Contact Us” form on this page.
Individuals, business owners, trustees, executors, and other related parties look to us for tax planning and consulting services, business succession planning, and fiduciary tax preparation services. Estate planning solutions include:
- Estate & trust settlement guidance and planning
- Federal estate & gift tax projections
- Federal & state estate tax return preparation
- Federal & state fiduciary income tax return preparation & projections
- Financial statement preparation & related accounting services
- Representation before the IRS on examination issues
Estate, Trust, and Gift Planning Team Leader:
For more than 20 years we have had a strong, stable relationship with Adams Brown. Their knowledgeable team has a strong understanding of our business and have been great partners. They have been instrumental in improving our business and financial operations over the years. We have never considered changing firms and would recommend them to anyone without reservation.
Walt Hill – High Plains Mental Health Center
The prompt, personal service provided by the Adams Brown team is the best benefit in working with this firm. They offer knowledgeable advice and help my business plan for any eventual scenario. Their guidance and support show their commitment to helping our business succeed. I would recommend them to anyone looking for an accounting firm that has the best interest of the business and its success at heart.
John VonLintel – JROBB, LLC
Par Exsalonce has used Adams Brown for over 10+ years for our payroll needs and have found them to be informative, helpful and accommodating. The salon is quite large and we are constantly adding new employees to the two locations. In addition, they handle insurance, IRA, Aflac and other deductions we throw at them! The entire team is wonderful to deal with – from the receptionist to the accountants that handle our diverse business needs. We could not ask for a more knowledgeable and dependable group of people. Our thanks to them many times over!
Teri Mills – Par Exsalonce
“With Adams Brown, we don’t just get a financial advisor – we get a business partner. Our engagement team does an excellent job serving our needs and continually works with us to develop a plan for long-term success. When we come to them with a question, they go above and beyond to get the answer. Knowing we have that kind of support and dedication from our CPA is important. Our company has been in business a long time, and having a partner like Adams Brown will help keep us on a successful path for many years to come.”
Gary Shorman – CEO, Eagle Communications, INC.
“I own a small business that has been running for over 40 years. I am proud to say we have been with Adams Brown for many of them! I am very pleased with the service they provide and their commitment to helping me grow my business. When I first began working with Adams Brown, I received guidance and a set of guidelines to follow that helped me achieve my business goals. I have full confidence that if I am unable to reach my main contact, I will still receive the best service so that I can stay on track. I highly recommend the team at Adams Brown.”
Dan Woolard – Midway Manufacturing, INC.
Gifting Strategy Can Help Address Tax Concerns By Austin Coyan, CPA, CFE While reviewing your estate plan at least every five years is generally a good idea, it’s also reasonable…