& Trust

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!

Frank Gutta & Co CPA’s PA’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

Claiming the WOTC While Hiring in Your Broward County Business

Firstly, we are barrelling towards the March 15th deadline for corporate tax returns. There's a good chance that we'll just put you right on extension, but if you have anything you need for us to know about your situation, please do let us know...

Deducting Travel Expenses for Your Broward County Business This Year

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

Anticipating First-Year Expenses When Opening a Broward County Business

It’s February and love is in the air. (So are taxes. And Super Bowls. And bad tax software commercials – but I’ll leave those for another day.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those...

Remote Work & Your Broward County Business Insurance Policy

Now that we’re through January (and all of the 1099’s and payroll-related information returns), we take a small breath … but then things start ramping up again for us here at Frank Gutta & Co CPA's PA.So let this serve as an early notice that it would be a very good...

Frank Gutta & Co CPA’s PA Wants to Know: Got a Business Exit Strategy?

The big day is almost here. No, not tax day.(Which is on April 18th this year — and you should be thinking about that now and start by grabbing a time on our calendar: )I'm obviously talking about the Super Bowl....

Frank Gutta & Co CPA’s PA’s 7 Keys to Lowering Shipping Costs

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

Hiring a Consultant for Your Broward County Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Mastering Your Broward County Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Broward County business finances right now.Relatedly, what are your customer service goals for this year?One customer relations...

Accepting Crypto Payments in Your Broward County Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Broward County clients went through the wringer … others had their best year yet.From a personal standpoint, I...