HOME

CONTACT US
FIRM PROFILE PROFESSIONALS SERVICES
SERVICES
Estate and Gift Tax

In the estate and gift tax area of our practice, Bowen Hunsaker & Company focuses on the process of family wealth planning, which deals with contingency and wealth preservation techniques designed to achieve family goals. Related equity and management succession planning is essential for families owning operating businesses or substantial real estate or securities investments. The representative areas of our practice in which we have substantial experience are valuation discount planning strategy, including the structuring of family partnerships, dual equity corporations, and split-interest trusts; inter-vivos family asset transfers and management arrangements; revocable and irrevocable life insurance trusts and business life insurance planning; contingency planning; revocable living trusts and property agreements; current and deferred charitable giving, including charitable trusts; family business counseling, buy-sell agreements, compensation and management succession planning; gift and estate tax return preparation.
CPA LETTER DAILY
TOP STORIES
Copyright © Bowen Hunsaker Inc., All rights reserved TERMS OF USE | PRIVACY STATEMENT | SITE CREDITS