Estate Planning Coordination with Expert CPAs
Our estate planning coordination CPA services provide seamless integration with your estate planning team to ensure your wealth transfer strategies are tax-efficient and perfectly aligned with your family's long-term goals.
Coordinated Wealth Planning
Estate planning requires seamless coordination between your CPA, attorney, and wealth manager. We serve as the financial hub, ensuring all strategies are tax-optimized and working together toward your family's objectives.
Tax Optimization
Minimize estate and gift taxes
Family Coordination
Multi-generational planning
Coordination Services
- Estate tax projection and planning
- Gift tax strategy and compliance
- Trust tax preparation and planning
- Business valuation for estate purposes
- Charitable giving strategies
- Family office coordination
Estate Planning Focus Areas
Tax Minimization
Strategic planning to minimize estate, gift, and generation-skipping taxes.
- • Annual exclusion planning
- • Lifetime exemption optimization
- • Valuation discount strategies
- • Tax-efficient structures
Business Succession
Coordinate business valuation and succession planning with your estate goals.
- • Business entity restructuring
- • Gifting and sale strategies
- • Management succession
- • Exit planning coordination
Charitable Planning
Integrate philanthropic goals with tax-efficient giving strategies.
- • Charitable remainder trusts
- • Donor advised funds
- • Private foundations
- • Appreciated asset giving
Trust Administration
Tax compliance and strategic planning for all types of trusts.
- • Trust tax return preparation
- • Distribution planning
- • Income tax optimization
- • Beneficiary coordination
Family Governance
Structure family financial relationships for multiple generations.
- • Family limited partnerships
- • Next-generation education
- • Governance structures
- • Conflict resolution
Professional Coordination
Work seamlessly with your estate attorney and wealth manager.
- • Attorney collaboration
- • Advisor team meetings
- • Implementation oversight
- • Regular plan reviews
Our Estate Planning Process
Assessment
Comprehensive review of current estate plan and tax situation
Strategy
Develop tax-efficient strategies aligned with family goals
Coordination
Work with your attorney and advisor team on implementation
Monitoring
Ongoing compliance and plan optimization
Estate Planning Success Story
Multi-Generational Family Saves $2.3M in Estate Taxes
A successful business owner with a $15M estate needed comprehensive planning to minimize taxes while providing for three generations of family members:
Strategies Implemented
- • Family limited partnership structure
- • Grantor retained annuity trust (GRAT)
- • Charitable remainder trust
- • Generation-skipping planning
Results Achieved
- • $2.3M estate tax savings
- • 40% valuation discounts achieved
- • $500K annual gift capacity
- • Three-generation benefit structure
Frequently Asked Questions
Protect Your Family's Financial Future
Coordinate your estate planning with expert tax guidance to maximize wealth transfer efficiency.