Printer Friendly VersionEstate, Trust, Gift and Charitable Tax
Planning, Compliance and Administration
The Private Wealth Services Group at Morrison, Brown, Argiz & Farra LLP provides comprehensive and sophisticated tax planning services to develop a strategic and proactive plan to preserve our client’s assets for current and future generations. Our skilled team of professionals work closely with the client’s other advisors including insurance professionals, attorneys and investment managers to develop and implement an integrated plan that will preserve wealth, minimize taxes, offer asset protection and assist in the transfer of personal and business interests in a manner consistent with the client’s objectives.
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- Preparation, implementation and monitoring of an estate plan to minimize estate and gift tax while maximizing family wealth
- Business Succession Planning
- Retirement Planning including Individual Retirement Account (IRA) and Qualified Plan distributions to maximize family wealth and minimize income taxes
- Family and Charitable gifting strategies
- Business valuation services for implementing lifetime gifts and estate valuation
- Asset protection including the formation of trusts and other entities
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- Preparation of Federal estate tax returns (Form 706) and applicable State estate tax and inheritance returns
- Preparation of Federal gift tax returns (Form 709) and applicable State gift tax returns
- Fiduciary income tax returns (Form 1041) and planning to minimize taxes
- Foreign trust reporting, planning and compliance
- Charitable trust compliance and planning
- Preparation of judicial and non-judicial fiduciary accountings for estates and trusts
- Assist executors with the estate administration process
- Post-Mortem planning including disclaimers and allocation of generation-skipping transfer tax exemption
- Internal Revenue Service and State examinations of estate and gift tax returns
- Charitable Planning and Administration Services
- Implementation of Charitable Remainder and Charitable Lead Trusts
Some of the invaluable services that we provide include:
MBAF is independently ranked as the largest Florida-based CPA firm in the state and one of the top 50 in the nation.
MBAF's hallmark is the hands-on service approach of its professional team of CPAs and consultants based on ample business experience, broad industry knowledge and latest technical expertise.
MBAF provides a full range of services in audit, tax & accounting, litigation support & business valuation, and technology consulting .
Clients served include private and public corporate entities, entrepreneurs, nonprofit organizations and wealthy individuals and families.
