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Complex Tax Planning

Did you know that the tax code, not including court cases interpreting the code, is over 2600 pages long? Few tax professionals, let alone normal citizens, are familiar with the majority of the code and the variety of strategies and deductions available to the taxpayer.

​For that reason, it is important to talk to and work with multiple professionals in order to maximize your tax planning.
  • At Inter Vivos, we have attorneys who have worked with hundreds of CPAs and financial advisers all over the country to identify and implement a wide array of tax planning strategies for both business owners and employees. If your adviser isn’t familiar with or isn’t helping you identify multiple income and estate tax planning tools (e.g., GRATs, charitable remainder trusts, restricted property trusts, conservation easements, QPRTs, valuation discount planning, etc.), or if you would like a second opinion about the quality of work you have already had done, give us a call.
Interested in ​Complex Tax Planning?

E-book: "Estate Planning For The Sandwich Generation"

Anyone who has had to juggle caring for young children, while attending to an aging parent's needs, knows of the difficulties and stress it can put on a family. Now imagine that household shaken by the death of a primary caregiver or income earner. Our upcoming E-Book, Estate Planning For the Sandwich Generation explains simple strategies to avoid the legal and financial pitfalls that those providing for children and parents alike are likely to confront as part of their estate.