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Tax Planning

Intro

Federal estate tax laws now place a greater focus on income tax planning in conjunction with estate tax planning. The decisions you make now can greatly affect how your assets are taxed later. We counsel individuals and businesses in all aspects of federal, state and local taxation, including estate, gift, generation-skipping and income (whether individual, entity or fiduciary-based) taxes, whether applicable to individuals, entities or fiduciaries. In addition, we represent clients in defending their tax positions under audit by the IRS and state agencies. Helping you prepare and plan today will ensure a better tomorrow for you and your loved ones.

Professionals

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Photo of Daniel Borst
Daniel Borst
+1.616.752.2735
Photo of Daniel Brick
Daniel Brick
+1.616.752.2531
Photo of Sean Cook
Sean Cook
+1.248.784.5058
Photo of Gregory Demers
Gregory Demers
+1.989.698.3708
Photo of Carl Dufendach
Carl Dufendach
+1.616.752.2136
Photo of Mark Harder
Mark Harder
+1.616.396.3225
Photo of Frank Henke
Frank Henke
+1.248.784.5008
Photo of Laura Jeltema
Laura Jeltema
+1.616.752.2161
Photo of Karen Kayes
Karen Kayes
+1.231.727.2619
Photo of Jay Kennedy
Jay Kennedy
+1.248.784.5180
Photo of David Klippert
David Klippert
+1.989.698.3709
Photo of William Lentine
William Lentine
+1.248.784.5061
Photo of John Martin
John Martin
+1.231.727.2631
Photo of Susan Meyers
Susan Meyers
+1.616.752.2184
Photo of Sara Nicholson
Sara Nicholson
+1.269.276.8131
Photo of Beth O'Laughlin
Beth O'Laughlin
+1.989.698.3703
Photo of Joseph Owens
Joseph Owens
+1.248.784.5023
Photo of Jennifer Remondino
Jennifer Remondino
+1.616.396.3243
Photo of David Skidmore
David Skidmore
+1.616.752.2491
Photo of Jerome Smith
Jerome Smith
+1.616.752.2105
Photo of James Steffel
James Steffel
+1.231.727.2621
Photo of David Thoms
David Thoms
+1.248.784.5093

Case Studies

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