Estate Tax and Gift Tax


Our team assists clients in all areas of gift and estate planning, compliance, and administration. We work closely with our clients and their families to help ensure that their wealth and values are passed down to future generations.

We help clients plan for tax advantaged transfer of wealth; ensuring that their wealth will continue to provide for future generations. We understand that estate planning involves more than just maximizing the wealth that is passed on. Clients hope their wealth provides for the people and the causes they care about most, while instilling the values which are most important to them.

Individualized Estate Planning Strategies
Our team believes in providing estate planning strategies that reflect what is important to each individual client. We work to understand the goals of each client and the outcomes they hope to enable.

Our Estate and Gift Tax Services include:

  • Business and Real Estate Valuations to Maximize Value of Lifetime Gift Exclusions
  • Design, Establishment and Management of Charitable Trusts
  • Design of Estate Plans to Reduce Tax Liability and Maximize Wealth
  • IRA Planning for Tax Minimization
  • Life Insurance Planning

We are proud members of the following professional accounting organizations:

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of CPAs (WICPA
  • PrimeGlobal: An Association of Independent Accounting Firms

Contact an Estate and Gift Tax Advisor

Questions? Contact a Trusted Advisor

Contact KerberRose