Question 1

What does your Trust and Estate Planning service include?

Accepted Answer

We provide a comprehensive suite of services, including asset protection planning, lifetime transfer planning, and estate management. Our goal is to create a detailed roadmap that aligns with your present financial situation and future legacy objectives.

Question 2

Who needs the Trust and Estate Planning service?

Accepted Answer

Our services are tailored for business owners, entrepreneurs, executives, and high-net-worth individuals who require sophisticated strategies to manage their wealth. We also assist families looking to secure their financial future and ensure a smooth transfer of assets to the next generation.

Question 3

Can you help minimize estate taxes?

Accepted Answer

Yes, our experts specialize in wealth transfer economic and tax analysis to identify opportunities for tax savings. We help you navigate complex regulations to minimize the tax burden on your heirs, preserving more of your hard-earned legacy.

Question 4

Do you handle planning for assets located in different states?

Accepted Answer

Absolutely. We offer multistate estate planning to address the unique legal and tax challenges of holding property across state lines. This ensures that your entire portfolio is compliant and optimized, regardless of where your assets are located.

Question 5

What if I have international assets or beneficiaries?

Accepted Answer

Virtue CPAs has specific expertise in international estate planning, helping clients navigate the complexities of cross-border wealth transfer. We ensure that you meet all reporting requirements while optimizing your global tax position.

Question 6

How can you assist with charitable giving?

Accepted Answer

We incorporate charitable giving and foundation planning into your broader estate strategy. This allows you to support the causes you care about while potentially realizing significant tax benefits for your estate.

Question 7

Do you provide support for trustees and executors?

Accepted Answer

Yes, we assist with fiduciary duties by protecting trustees from personal liability and ensuring they meet all legal obligations. Our team guides executors through estate settlements, ensuring accurate filings and protecting the interests of beneficiaries.

Question 8

How does estate planning integrate with my business?

Accepted Answer

For business owners, we integrate estate planning with succession planning to ensure business continuity. We help structure the transfer of ownership in a way that minimizes disruption and tax liabilities, securing the future of your enterprise.

Question 9

Why is asset protection important?

Accepted Answer

Asset protection planning is crucial to shield your wealth from potential creditors, lawsuits, and other financial risks. We implement legal strategies to safeguard your property, ensuring it remains available for you and your beneficiaries.

Question 10

When should I start my estate planning?

Accepted Answer

It is best to start as early as possible to maximize the benefits of lifetime transfer planning. Proactive planning allows you to take advantage of current tax laws and ensure your wishes are clearly documented before any unexpected events occur.

Tax Services

Personal Tax Returns

Business Tax Returns

Nonprofit Tax Returns Services

Foreign Tax Compliance

State and Local Tax Services

Estate & Trust Tax Services

Accounting Services

Monthly Accounting Services

Payroll Services

QuickBooks Services

Transfer Pricing Services

Advisory Services

Business Consulting Services

CFO/Controller Services

Trust and Estate Planning

Succession Planning

Cost Segregation

Pitch Deck Planning & Development

Business Valuations

409A Valuation

Business Valuation

Startup Business Valuation

ESOP Valuation

Asset Valuations

Real Estate Property Valuation

Intangible Asset Valuation

Gift & Estate Tax Valuation