Estate & Trust Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can eliminate or reduce the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. With various estate freezing techniques and advanced gifting strategies, TYWL can guide you through the complex process of getting your financial affairs in order.
Services Client
- Accounting Services
- Audits, Reviews and Compilations
- Business Consulting / Management Advisory/ M&A
- Forensic Accounting / Expert Witness
- 401(k) and Employee Benefit Plan Audits
- Business Valuation
- Tax Planning & Preparation
- IRS / Tax Audit Representation
- International Taxation
- Retirement Plans Structuring
- Mergers & Acquisitions
- Partners