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Tax and Estate Planning for Wealth Enhancement and Preservation

Accumulated wealth is a product of years of vision, hard work and sacrifice. Preserving that wealth for retirement and future generations is important. An integral aspect to wealth preservation is effective tax and estate planning to protect from unnecessary taxes. To ensure less tax is paid and more wealth is preserved, expert insight from a tax advisor is needed to bring clarity to technical, ever-changing income and estate tax law.

At Keebler & Associates, LLP our tax advisors are nationally recognized as specialists in family wealth transfer and preservation and retirement distribution planning.

We work with high net worth individuals and families to enhance and preserve wealth. To accomplish this, we employ advanced planning techniques combined with in-depth knowledge of current tax law to implement cutting edge tax strategies. This allows our clients to minimize current and future tax liability and maximize the transfer of wealth to future generations through appropriate use of tax law.

We bring expertise and years of experience in the following customized solutions:

  • Family Wealth Transfer Planning
  • Retirement Distribution Planning
  • Estate Tax Planning and Administration
  • Charitable Gift Estates
  • IRS audit, appeals and private letter ruling representation
  • Roth IRA Conversions
  • Net Unrealized Appreciation strategy

 

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