Tax – Estate & Succession Planning
Estate Planning
Two things are certain in life—death and taxes. Therefore, you should take some time each year to do your tax planning, and to review your estate planning to ensure it is still in line with your current situation and goals.
We have strategies that will minimize your estate tax liability. With proper estate planning, you will have the peace of mind knowing that your wishes will be carried out and that you have maximized the legacy you leave to your loved ones.
The Bottom Line
KT Partners LLP can provide you with you with effective estate planning.
Business Succession Planning
When one or more privately-owned businesses are also involved, our entrepreneurial background enables us to understand the challenges that these businesses face. This experience creates a strong bond of understanding between us and our small business clients, resulting in practical solutions in navigating today’s uncertain environment.
Our services in this area are comprised of four main sections:
- Establishing an exit strategy.
- Conducting or obtaining a valuation of the business.
- Considering U.S. estate tax considerations if applicable.
- Determining life insurance needs and adding financial and retirement planning.
We also use advanced tax planning techniques for entrepreneurs and their companies. These techniques include “pipelines,” “strips” and “butterflies.” Please contact us for additional information.
The Bottom Line
KT Partners LLP can provide you with proper tax planning for business succession, or for the purchase, expansion or sale of your business.
