Business Owners + Individuals

Estate Planning

You’ve worked hard to build a comfortable life for your loved ones, and the last thing you want is to leave them with any financial stress when you’re gone. Good estate, trust and gift planning is essential to providing security and minimizing tax burdens. We understand the complex tax laws associated with estate management and are here to help you get your affairs in order for lasting peace of mind.

Estate Planning: Planning your final resting spot

Where you retire can have a big impact on your estate.

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News & Insights

News and insights


Chris Falco Examines Benefits of Qualified Opportunity Zones

CPA Chris Falco, of the Washington accounting firm Falco Sult, discusses how the federal government is encouraging investment into low-income/distressed communities by providing New Market Tax Credits…

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Tax Cuts and Jobs Act: C Corporations Versus Pass-Through Entities

By Liang Zhao, CPA, MSA, CMA, Senior Accountant Before the passage of the Tax Cuts and Jobs Act, pass-through entities, such as S Corporations and limited liability…

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More News

Upcoming Deadlines

Upcoming deadlines


October

1

Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

Reach out to us, we’ll take care of the rest