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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

New Partnership and Limited Liability Company IRS Audit Rules Become Effective in 2018

New Partnership and Limited Liability Company IRS Audit Rules Become Effective in 2018

Kassouf & Co. Managing Director, Gerard J. Kassouf, CPA, discusses new audit rules for 2018, as announced by the IRS, ... Read More
Proposed Changes to MIPS are Tame This Year

Proposed Changes to MIPS are Tame This Year

Kassouf & Co. Healthcare Advisor, Joni Wyatt, MHA, MHIA, CPHIMS, FHIMSS, explains the 2018 proposed changes to MIPS in a ... Read More
Financial Statement Reporting Changes for Not-For-Profit Organizations

Financial Statement Reporting Changes for Not-For-Profit Organizations

As the end of 2017 approaches and your not-for-profit organization begins planning for next year, it is important to be ... 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