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Services tax

Family Wealth & Tax Strategies

We bring clarity and order to the full spectrum of your family’s financial affairs.

For more than 25 years, EEPB has worked with multiple generations of families, providing tax strategies to maximize their wealth.

We help our clients preserve and grow their wealth through estate structure and planning services as well as tax minimization for estates and trusts. Through our services, we bring clarity, transparency, and simplicity to complex family wealth situations and provide comprehensive, multi-generational planning to help secure the financial futures of families

We understand that no two families are alike and provide a tailored approach to meet each family’s specific needs and situation. And because tax laws change on a regular basis, we stay informed of the latest rules to ensure the most effective and efficient tax planning, consultation and compliance for our clients.

Our services include:

Tax planning, consultation and compliance for a wide spectrum of clients

Tax preparation

Estate, gift and trust taxes

Assistance in preparing and filing Form 706 for estate tax and lifetime exemption portability rules

Family wealth and tax advisory services

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