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Home > Services > Tax > Estate Planning
Estate Planning
The ever-changing estate tax environment requires guidance and counsel to navigate the complex estate and trust situations. Our estate planning group, consisting of a large team of cross-disciplinary professionals with a national reputation, can help. Providing sophisticated, cutting edge wealth preservation and transfer techniques for individuals is our focus.
Solutions Beyond the Basics
Our estate planning services include advanced estate preservation and transfer planning, qualified plans and IRA distribution planning, international estate and trust planning, and estate and trust administration including tax returns, accountings and post death planning, financial planning, business succession planning, and charitable planning.
Our expertise and experience allows us to represent clients in IRS Audit Appeals and provide tax court litigation support. We request private IRS rulings on potential techniques, consult with national organizations on delivery of planning services, write for national publications, conduct and speak at regional and national conferences, consult with closely-held family owned businesses, and guide you through a maze of issues and opportunities. Our expertise in retirement distribution planning is nationally recognized.
Advantages for You
When you work with Virchow Krause, you will find an outstanding team of professionals eager to help address your needs in all the facets of wealth preservation and transfer. We can assist you in many ways:
- Maximize wealth transfer to your heirs, minimize taxes, and maximize your charitable goals.
- Provide quantitative, analytical results for comparative planning techniques or comprehensive planning solutions.
- Provide IRA and Qualified Plan distributions advice including beneficiary designations, Roth IRAs, and tax-advantaged distributions from Employer Qualified Plans.
- Integrate technology to enhance estate administration reporting requirements.
- Consult with our national network of CPAs, attorneys, financial planners, and the IRS on issues related to your planning.
- Charitable planning with trusts and other vehicles to redirect your capital and create charitable legacies.
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