Estate
& Trust
Planning

We remove the uncertainty and provide you the confidence that your estate is protected and will be administered according to your wishes.

At our CPA firm we are personally committed to helping you navigate the financial and sometimes emotional components of Estate and Trust Planning.  Estate gifting options are also available.

We are experts well educated on the intricacies of gifting rules to ensure you are protected and maximize your gifting. We provide comprehensive wealth management and asset protection services for U.S. and international families in need of help.

Many of our clients are family owned businesses. For this reason, we are particularly proficient in helping families equitably transfer wealth of family businesses. We’ve been doing it for over 30 years and work to ensure your wishes are accurately carried out.

Our Estate and Trust Planning CPA service offerings include:

  • Estate tax planning
  • Estate tax preparation
  • Estate Administration
  • Estate Gifting
  • Trusts — irrevocable, marital, living, and land trusts
  • Trustee services
  • Charitable Giving
  • Gift Planning
  • Trust Planning
  • Retirement planning
  • Asset protection
  • Corporate executor services

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Broward County Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Broward County business owner (without...

The New Congress and Your Broward County Business

This time of year means big things for Broward County businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season,...

Our (Early) End of Year Checklist for Broward County Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Changes to Your Broward County Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

When a Local Broward County Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Which Bills to Pay First in Your Broward County Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Broward County retailers are buckling in for what looks to be a rough shopping season, given current economic factors…...

A Small Business Growth Strategy for Fort Lauderdale Business Owners

We really loved watching the Olympic games the past few weeks. There was so much to see, be inspired by, and even something to learn about growing a small business.Yep, you read that right. Hear me out…It’s so hard to appreciate the amount of training and work that...

A Financial Systems Check-Up For Your Fort Lauderdale  Business

Your Fort Lauderdale business obviously makes and spends money. The pluses and minuses add up (you hope) to being able to stay in business, and a look at the books tells you if your Fort Lauderdale business is doing okay or headed for trouble.What are your books...

Frank Gutta’s Insights on Reducing Business Expenses

No matter how far around the block customers are waiting, in business, only one line counts.The bottom one.That’s why reducing business expenses is critical.Getting a grip on the costs of doing business brings you benefits both short- and long-term. “Cost controls”...

Frank Gutta’s Business Negotiation Skills FTW

Alright Fort Lauderdale business owners, we’re going to move aside from tax-related things today (though there will be PLENTY to talk about as Congressional plans unfold) ... and circle back into the nitty-gritty of how business works and share with you some business...