Estate and gift tax returns can be complex and require specialized knowledge and expertise to ensure compliance with applicable laws and regulations. The estate tax applies to the transfer of property after an individual’s death, while the gift tax applies to transfers of property during an individual’s lifetime. Both taxes have their own rules and thresholds, and it is important to work with a qualified CPA to ensure that you are meeting all necessary filing requirements and taking advantage of available deductions and credits.

At HHL Advisors, our experienced team of CPAs can assist with all aspects of estate and gift tax planning and compliance. We can help you navigate the complexities of the tax code to minimize your tax liability and ensure that your estate and gift transfers are structured in the most tax-efficient manner possible. Our services include:

Preparation of estate and gift tax returns
Analysis of tax implications related to transfers of property
Advising on strategies to reduce or defer estate and gift taxes
Reviewing and revising estate plans to ensure compliance with applicable laws and regulations
Representing clients in estate and gift tax audits
We understand that estate and gift planning can be an emotional and sensitive topic, and we approach every client with the utmost care and respect. Our goal is to help you protect your wealth and assets while also ensuring compliance with tax laws and regulations.

Contact us today to schedule a consultation and learn more about our estate and gift tax services.