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