FAQ Category: Corporate Tax and Estate Planning

We recommend working with trusted professionals, including an accountant, a lawyer, and our Gifford Carr advisors.

Tax and estate planning typically starts with business owners and an accountant. As the plan develops, family, beneficiaries, and other stakeholders may also be involved.

Starting early is ideal, but it’s never too late to put a plan in place, no matter where your business is in its lifecycle.

Tax and estate planning protects assets, supports smooth ownership transfers, reduces tax obligations, and prevents conflicts. A structured plan safeguards profitability and prepares your business for the future.