Estate Planning and Administration

As a recognized leader in estate administration and planning, we understand that an effective estate plan is essential for families and businesses to protect the assets you have worked hard to acquire. We navigate you through the complex, and sometimes overwhelming, process of preserving and directing your assets. We also provide tax compliance and related administrative services to help maximize the benefits of your estate plan. Our services include:

  • Estate and fiduciary tax return preparation
  • Estate plan review for planning opportunities
  • Estate liquidity planning
  • Estate tax minimization
  • Estate and trust administration
  • Post-mortem planning
  • Gift planning
  • Fiduciary compliance
  • Trustee services

2019 Medicare Remits

2019 Medicare Remits

2019 marks the first performance year for Medicare to pay incentive payments to eligible MIPS participants. Whether you are receiving ... Read More
Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Michelle G. Carney, CFP® Financial Planner, Kassouf & Co. Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® was ... Read More
2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

As 2018 draws to an end, so do your chances to prepare for the ICD-10, HCPCS, CPT and Medicare policy ... Read More

Services
Accounting
Assurance
Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Valuation
Wealth Advisory Services