Legacy Tax

• Business Succession Planning
• Community Property Divisions
• Divorce Settlement Tax Analysis
• Eldercare Planning
• Expert Witness Reports
• Tax Controversy

Tax Compliance (Federal & State)

• Family and Closely-held Businesses (LLC’s, C Corps and S Corps)
• Estate Tax and Gift Tax Return Preparation
• Family Limited Partnership and Foundations

Tax and Financial Planning

• Estate and Gift Tax Planning
• Education Savings
• Charitable Giving Strategies
• Insurance Needs Evaluation
• Income Tax Projections for Individuals, Estates and Trusts

• One of the largest fiduciary (trust) income tax practices in the city
• Specially trained professionals with professional designations such as Certified Exit Planning Advisors and Certified Fraud Examiners
• Professionals with experience including Big 4 accounting firms, industry, and IRS
• Our niche approach and the depth of our knowledge in individual, trust, estate and gift taxes distinguish us from other CPA firms in the state
• Team members have years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation
• Briggs & Veselka partners with professionals in other service areas to provide our clients with a powerful advisory team
• Compliance services include income tax returns for you, family members, your trusts and business entities; gift tax returns to report wealth transfers during your lifetime