Individual Tax

Tax Planning & Compliance
Estates, Gifts & Trusts
Charitable Giving
Wealth Management
IRS Controversy Representation

Estates, Gifts & Trusts

UltraCPA is committed to ensure our clients feel secure that their families are taken good care for. Our professional team will help our clients to develop Estate, Gift and Trust Tax options that maximize the tax savings to the greatest extent possible. In order to achieve this goal, we will:  

• Review your sophisticated multi-generational plans and complex entity structures and provide you tax advice. 
• Coordinate with your estate attorney to make sure your high end planning is correctly reported in your tax return. 
• Work with your advisory team to confirm that you have the optimal business succession plan
•  Ensure that your estate plans have obtained the maximum benefits and simultaneously ensure your tax burden have been materially and significantly reduced or even eliminated.

Our services include:

• Estate, Trust and Gift Tax Preparation
• Comprehensive Estate, Trust and Gift Structuring
• Business Succession Planning
• Life Insurance Planning