ESTATE & GIFT TAXES

Keep Your Family’s Wealth in Your Family

Just as planning is critical to developing a strategy to minimize income tax obligations, it’s also critical for helping retain the wealth that you and your family have built over your life and career. As you prepare for family or business transitions, it’s important to seek the advice of an experienced estate tax professional to ensure that your family retains as much of what you’ve built as possible.

The estate tax professionals at Wilhelm & Associates, Ltd. are uniquely qualified to help with:

  • Managing family trusts and estates
  • Fiduciary federal and state returns
  • Estate tax planning and projections
  • Federal and state estate tax valuation returns
  • Gift tax returns

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Our Blog

Be Alert and Aware: Tax Scammers Don’t Take a Summer Vacation

July 13, 2017

The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information...

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Email: admin@wilhelmcpa.com