Private Client Services

The total value of an estate’s assets may require a tax return to be filed. We prepare these returns and offer counsel on post-mortem tax planning opportunities for the estate and beneficiaries. Even when the total value of an estate’s assets may not require a tax return, we can assist with post-mortem tax planning to reduce the potential tax liability of a surviving spouse’s estate.

The administration of an estate or trust often requires the fiduciary to file an income tax return. We prepare the necessary tax forms and also advise with distribution rules, elections and filing deadlines.

Donors frequently transfer wealth during their lifetime and the nature of the gifting can come in a variety of forms. We prepare the gift tax returns to disclose the gifts, preserve applicable exemptions and minimize tax.

Law firms collaborate with us in the estate planning arena. We also enhance the attorneys’ services by providing their clients with estate, fiduciary and gift tax returns.

Business owners’ and partnership tax returns are closely tied to the business, so we nearly always deliver tax planning and preparation services to the business owners whose companies we advise. This often also includes tax services for key employees.

Living abroad does not absolve someone of their US tax obligations, in fact, it can make them more complicated. BGC can provide tax planning and compliance support to expats around the world.

Tax planning for affluent families is often a multi-generational affair with considerations required for tax-advantageous investments, business shares, capital gains, properties, gifting, legacy planning, and more.