Take advantage of the Fiscal Cliff Deal or known as the American Tax Relief Act of 2012. This is an excellent opportunity to keep more of your estate wealth and reduction in estate taxes. This new exemption and lower asset valuations in the current economy offers you an opportunity that may have a limited timeline.
Important issues to consider:
- Do inheritance taxes or estate taxes affect the road map
of your investments?
- What is your tax liability for your estate and how will you
- Can you be confident with your estate planning goals that
it will be accomplished with the current documents set
HKGLLP can help you identify your financial needs and develop a strategy and goals that meets your personal and family needs. We want to empower you to give to your loved ones in a tax-efficient way and to preserver your assets while reducing risk. We will work with you to ensure that federal and state regulations are applied appropriately.
HKGLLP CPA | Certified Public Accountants | Tax Advisory | Copyright 2013 | All Rights Reserved