Beyond tax compliance, our estate planning team continually researches and evaluates the impact that tax law changes have on our clients’ circumstances and on the strategies we recommend. We believe that proactive, clear communication is essential to ensuring that the families and individuals we serve are able to act quickly and wisely to opportunities as they arise. Because of our unique relationship with our
Seiler LLP has dedicated teams working closely with our clients’ legal, investment and insurance advisors. This practice helps us to understand the full spectrum of our clients’ financial lives and how best to protect and grow their legacies in a way that minimizes taxes and maximizes the value of giving.
- Trust and planning strategies
- Tax return planning and preparation
- Charitable and philanthropic planning
- Trust and estate administration