Building your legacy takes tax savvy, sophisticated structuring and succession planning, all in addition to expert asset management. Over time, an excellent estate plan will integrate tax planning with trusts and gifting, charitable giving, retirement planning, and asset protection, all the while making sure every move is tax-efficient. Although political winds may shift in the short run, our estate and trust tax professionals along with our Private Client Services advisors will keep you up to date on current and pending tax legislation to ensure your estate is tax compliant. Our team closely monitors economic trends in order to be sure you have every opportunity to enhance your wealth and secure your financial goals, in order to protect your family and your lifestyle.
Our portfolio of services include:
- Estate Planning – Our experienced tax professionals assist clients in achieving their goals for the enhancement and distribution of family wealth, including the creation and funding of trusts, and charitable giving. Estate planning services include estate tax projections and tax planning, liquidity analysis, gift tax planning, and techniques to reduce wealth transfer taxes. Our certified business exit planners and wealth advisors can assist with business succession planning, asset protection and transfer of wealth, risk management, structuring of executive compensation and benefits, buy/sell plans as well as life insurance planning.
- Income Tax Planning – Your Fuoco Group and TFG advisors will make sure no opportunity to maximize your assets and minimize your taxes is missed, especially when dealing with complex transactions. Our assistance extends to stock-option planning, like-kind exchanges, involuntary conversions, family limited partnerships, charitable remainder trusts, charitable lead trusts, exchanges of life insurance policies and annuities, retirement planning and minimum required distribution planning.
- Charitable Planning – To make your philanthropic goals a reality, our professionals can assist by providing planning for donations to public charities, supporting organizations, donor-advised funds, charitable remainder trusts and charitable lead trusts. We can also advise family members regarding the deductibility of various contributions to charitable entities for income, estate and gift tax purposes.
- Private Foundations – In addition we also provide tax and advisory services to families concerning the formation, operation and reporting in connection with private foundations.