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774.206.5553 info@allansmithcpa.com

Allan Smith & Company, CPAs | Certified Public Accountant

At Allan Smith & Company we provide premiere accounting, auditing assurance and advisory services by talented professionals in MA, RI and throughout the USA.

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Estate & Gift Planning

Individuals must be keenly aware that the price paid for lack of attention to estate and gift planning may be enormous. Not only that, the price may very well be borne by those whom they intended to benefit from their generosity. Allan Smith & Company, CPAs PC highly qualified tax, financial and estate planning professionals are diligent and persistent in our approach to estate and gift planning. We begin by having discussions with our clients to fully understand the desires and intent of their giving and use this as a springboard to develop an estate and gift plan that will achieve these objectives while minimizing tax liability for all involved.

As an ongoing process, we help our clients monitor their plans and advise on adjustments based on legislative, tax and life issues. All of this is achieved through a coordinated effort with other professional advisors.

Contact us today for more information.

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Services

  • Accounting Services
    • Controllership & Temporary Accounting
    • Accounting Software
  • Audit & Assurance
    • Audit/Reviews
    • Compilations
  • Business Services
    • Business Risk & Controls
      • Internal Control Reviews
      • Corporate Governance
    • Process & Procedures Review
    • Merger & Acquisitions
      • Due Diligence Reporting
    • Fraud Prevention
    • Financial Projections
  • Business Valuation & Forensic Accounting
    • Systems Review
    • Fraud Prevention
  • Individual Services
    • Financial Planning
    • Retirement Planning
    • Succession Planning
    • Estate & Gift Planning
    • Charitable Giving
  • Tax Services
    • Tax Compliance & Preparation
    • Tax Consulting & Planning
    • Specialized Tax Services
    • Local Tax Compliance

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info@allansmithcpa.com

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