Given the complex and ever changing regulatory environment, it’s critical now more than ever that you work with tax professionals who not only know you, but are proactive. You should expect your CPA to work with you and your other advisors throughout the year to develop strategies that are cost effective and customized to meet your needs, as well as the goals you have for your family.

We are focused on minimizing income taxes while implementing financial strategies to maximize the transfer of wealth to future generations through estate, gift, and trust tax planning. We have extensive experience providing business owners, high net worth individuals, and families with customized solutions that meet their needs.

Individual Income Taxes

  • Strategies to Minimize Income Taxes
  • Income Tax Return Preparation
  • Quarterly Estimate Assistance
  • Tax-Free Exchanges
  • College & Retirement Funding Planning and Decisions
  • Retirement Planning and Distribution Analysis
  • Federal and State Audit Representation
  • Divorce and Family Support Taxation Issues
  • Missouri Tax Credit Program, which reduces your Missouri tax payments.
  • Section 199 Pass-through Deduction Planning

Trust Income Taxes

  • Trust Tax Preparation
  • Trust Planning, including the effective use of the following:
    • Charitable Remainder Trusts
    • Grantor Retained Annuity Trusts
    • Grantor Retained Unit Trusts
    • Grantor Retained Income Trusts
    • Insurance Trusts
    • Intentionally Defective Grantor Trusts
    • Special Needs Trusts
  • Fiduciary Administration

Estate and Gift Taxes

  • Estate and Gift Tax Preparation
  • Estate and Gift Tax Planning
  • Asset Protection Planning
  • Family Estate Planning for Inter-generational Wealth Transfer
  • Charitable Planning is integral in many estate plans. Philanthropic individuals have many options for charitable gifting both during a person’s lifetime and through their estate. Our professionals assist our clients with various options including setting up private foundations as well as utilizing donor-advised funds.