Tax Strategies

We provide a wide array of services and strategies. By Estate Access partnering with Peterson CPA Firm we can get you access to experienced CPA’s who can help you develop a tax strategy for your estate and review topics such as:

Trust

What type of trust to set up (if any)

Step-Up In Basis

How to take advantage of step-up in basis

IRA

How will my IRA affect my beneficiaries tax bill and how can I help

Gifting

Maximizing your gifting strategy

Beneficiaries

Does it matter which beneficiaries get which assests

CPA Annual Review

CPA annual review of your plan in regard to consequences of any change in your circumstances

Estate Tax Exclusion

Should I start planning on taking advantage of the estate tax exclusion

Business Succession Planning

Ensuring your business is a generational success