Estate Tax Planning

Effective Estate Tax Planning

Worried about future estate tax implications? Reagan Parks & Associates can evaluate your current estate plan or develop a new plan to accomplish your goals in a tax-efficient manner while balancing both income and estate tax considerations. Important issues to consider involve disposing of any IRAs or qualified retirement plans, the family home, small business interests, and real estate that's outside your state of residency.

At Reagan Parks & Associates, we believe the best customer service is often the result of a team approach. That's why we welcome the opportunity to work with your attorney, financial advisor, and insurance agent to develop a plan that minimizes tax and respects your final wishes.

Accurate and Timely Fiduciary Income Tax Returns

Reagan Parks & Associates prepares fiduciary income tax returns (Form 1041) for estates and trusts, including the required electronic filing of the returns. You can count on our experienced team to deliver accurate and timely work!

Professional Gift Tax Planning

Gift tax planning can be a highly effective tool to distribute funds to family members prior to death and reduce your estate's exposure to estate tax. Count on us to provide professional gift tax planning as well as the preparation of gift tax Form 709.

Why Choose Our Estate Tax Planning Solutions?

• We provide proactive tax planning solutions
• We have over 30 years of experience with estate tax planning
• Our estate tax planning services are completed in a timely manner
• We have an unwavering commitment to precision and accuracy
• We have licensed Certified Public Accountants on staff
• We offer free consultations to discuss your estate tax planning needs