As one of the largest trust, estate, and gift tax practices in Houston, Briggs & Veselka's Legacy Tax Services brings a unique blend of technical skills and personal attention that is required for complex matters surrounding gift and estate taxes.  

Services

Tax and Financial PlanningTax Compliance (Federal and State)Related Legacy Tax Services

Tax and Financial Planning

We help you understand tax implications and strategies when evaluating:

  • Income tax projections for individuals, estates, and trusts
  • Estate and gift taxes
  • Education savings
  • Charitable giving
  • Insurance needs

Tax Compliance (Federal and State)

We help you file your tax returns with extreme attention to detail to ensure your tax positions are advantageous for your:

  • Family and Closely held businesses (LLCs, C corps, and S corps)
  • Estate tax and gift tax return preparation
  • Family limited partnerships and foundations

Related Legacy Tax Services

Our teams understand the delicate nature of engagements involving family and closely held businesses.

We work discreetly to help all necessary parties fully understand the future implications of today's decisions.

  • Business succession planning
  • Divorce settlement tax analysis
  • Tax controversy
  • Community property divisions

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