 |
|
|
|
 |
Client Login |
|
|
|
|
|
Testimonials |
|
|
 |
Allen Arvig, President / CEO - Arvig Communication Systems (ACS)
"In the mid 1980's our company was in need of a telecommunications specialist who could help us with some regulatory hurdles we were facing. As a growing company, we needed a consulting firm that understood
...Continue |
|
|
|
|
|
|
|
 |
| Business Succession Planning |
|
|
|
Succession planning is the process of examining your objectives as to the distribution of your property when you die and identifying ways of achieving your goals while minimizing the tax cost.
At WGA, our planning specialists are a resource of advisors who become part of the estate planning team. During the planning process, we work towards anticipating problems and concerns and providing solutions. Periodically we review your entire plan to ensure that your goals will be met. The services that we provide in the planning area include the following:
|
 |
Clarifying family goals |
|
Reviewing current wills, trust instruments, and schedules of assets
|
|
Estimating estate taxes under current estate plans |
|
Devising various alternatives to the current estate plans and quantifying potential tax savings
|
|
Reviewing issues related to interests in closely-held businesses, including valuation, alternative methods of paying estate tax, and transfer and/or disposition of business interests
|
|
Planning for assets with unique estate tax attributes, such as life insurance and retirement plan benefits
|
|
Identifying potential liquidity problems at death caused by federal and state estate taxes, generation-skipping transfer tax, probate and administration costs, debts, cash bequests, funds needed to continue operation of family business, etc.
|
|
Developing a lifetime gift program utilizing vehicles such as charitable trusts, qualified personal residence trusts, and family limited partnerships
|
|
Ensuring that the estate plan is properly implemented |
|
Planning and preparing federal and state estate tax returns |
|
Planning and preparing fiduciary income tax returns and decedent's final returns
|
|
For additional information about tax services at Warinner, Gesinger & Associates, LLC contact John M. Hudson , CPA - Manager, Tax Services. |
|
|
| |
|
|
|
|
|
News & Notes |
|
|
|
|
|
|
|
|
|
Newsletter |
|
|
|
|
|
 |
Midwest
Office
10561 Barkley Street, Suite 550
Overland Park,
KS 66212-1835
Tel: 913.559.3236
Fax: 913.559.3737 |
 |
Northwest Office
501 Southwest
295th Place
fedral Way,
WA 98023-3531
Tel: 253.941.5668
Tel: 913.259.9004 |
| |
|
|
|
|