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


Tax-favored College Savings Plans: Finding One That Works for You

By Josie Parkhurst, Staff Accountant, Falco Sult If you have young children, the cost of college education may not yet be at the top of your priority…

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New Business For Sale: Premium Custom Architectural Drywall Company Near Seattle, WA

Established high-end custom architectural drywall installation specialists headquartered near Seattle is available for purchase. This an established business that is positioned to benefit from one of the…

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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