Assisting Clients Transition + Protect Their Vital Interests
Change inevitably brings uncertainty. Uncertainty in financial matters usually ends up costing money or limiting options that are available. Having an effective strategy for gift and trust planning can help you protect your assets for the next generation and bring peace of mind. As a complete partner looking after your best interests, DS+B advisors combine decades of experience helping clients maneuver tricky tax and regulatory issues.

 

Gift + Trust Planning
Our team has expertise in financial matters relating to income, gift, and trust planning. As a full-service CPA and consulting firm, we have experienced professionals that will find the right strategy, including services such as:

  • Trust tax planning and compliance
  • Gift tax planning and compliance
  • Wealth transfer strategies
  • Planned giving programs
  • Charitable giving programs

 

Contact us today to discuss your questions