Transfer Tax Compliance
The estate and gift tax law is a complex labyrinth. In addition to the federal estate tax, many states impose separate estate and inheritance taxes that can be substantial and are important considerations in any estate plan. Andersen Tax professionals are skilled at assisting clients with navigating the bewildering maze of estate and gift tax law. Clients appreciate our commitment to keeping them apprised of tax law changes and proactively examining the impact that legislative changes have on their individual wealth transfer goals.
Full Range and Flexibility
Andersen Tax delivers a full range of value-added and cost effective tax compliance services. We routinely prepare gift and estate tax returns as well as tax returns for any entities involved in the wealth planning process.
Quality Service and Advice
Our clients choose us because we routinely provide high quality service and value-added tax advice. We understand the service expectations that are important to our clients including thoughtful and timely communication about scheduling, risks that might be associated with planning ideas, and estimating and managing fees. IRS examines a much higher percentage of estate and gift tax returns than income tax returns. Our extensive experience enables us to both anticipate and address the issues that might arise in the course of an examination, and to efficiently deal with those examinations should they arise.
Cutting Edge Technology
Andersen Tax utilizes a proprietary methodology consisting of standardized processes and innovative technology to ensure maximum efficiency and technical accuracy.
IRS Issues Proposed Regulations Limiting Discounts on Transfers of Closely-held Interests
IRA Conversions as Part of Your Estate Plan
Estate Planners Alert: Proposed Legislative Limitations on GRATs