Infographic about estate and gift tax planning, with sections on taxes, trusts, and deductions, including icons of a dollar sign, a house, and a gift box.

Estate & Gift Tax Planning

  • Estate tax return preparation (Form 706)

  • Gift tax return preparation (Form 709)

  • Wealth transfer strategies to reduce estate tax burden

  • Trust tax return preparation and compliance

  • Charitable giving and tax-efficient philanthropy