Section 529 plans have become one of the most popular tools used by parents to save for their children’s college education. One reason they’re so “in” is their favorable tax treatment: If the funds are used to pay for qualified education expenses, the earnings accumulate...
Tax and Accounting Services for Individuals, Families, Trusts and Estates
Individuals benefit from the experience and expertise of our shareholders and professionals. We serve a substantial number of business owners, investors, executives and others, providing assistance with tax planning and a variety of other financial matters.
Individuals and Families
We specifically address the needs of individuals and families on a case by case basis, tailoring our service plan to the personal objectives of each client. By listening and understanding the individual’s financial goals, we can assist in meeting those objectives through income tax planning, gift and estate tax planning, asset protection, or various other related vehicles.
Our web-based private folders allow our tax clients to securely access drafts of tax returns in order to review them prior to electronic filing. In addition to fast delivery, this method of transmission is more secure than email or faxing.
Trusts and Estates
Trustees and executors benefit from the experience and expertise of our shareholders and professionals. We serve as tax advisors and preparers for a number of bank trust departments, as well as for individual trustees and executors. We work with our clients’ attorneys and valuation experts in planning for, establishing, and administering trusts, conservatorships and in probate matters.
- Estate planning
- Gift tax planning and preparation
- Estate tax preparation
- Administration of trusts
- Preparation of all types of trust returns
Many of our clients take advantage of our secure, web-based, interactive worksite, streamlining communication and collaboration with their Fox, Byrd & Company service team.