Income & Estate Tax Planning
Income tax planning involves a continuous dialog between the client and JRBT professionals in order to minimize income taxes. This process includes reviewing current and proposed transactions, a thorough understanding and interpretation of tax law and proper application of the law to the client's situation.
Planning to preserve a valuable estate is one of the most critical services we offer our clients. We review current and projected transactions to plan for your estate to pay the minimum amount of estate tax, while maximizing the amount of cash and value your family retains. We work closely with the client's attorney to satisfy the family's needs and goals.