Estate Planning Consulting

Estate Planning Consulting

Let’s Maximize Family Wealth and Minimize Taxes.

You’ve worked hard to earn your wealth; we’ll work hard to protect it. The Innovative CPA Group can help simplify your personal estate planning — from multigenerational wealth transfer to trust monitoring to strategic gifting and more. If you need help making sense of your estate planning, you can rely on our team every step of the way.

When it comes to estate planning, our job as accountants is to formulate goals, outline objectives, and devise strategies to effectively distribute assets while ensuring the financial well-being of your loved ones, acquaintances, and philanthropic causes upon your passing. Leveraging our expertise with the financial markets and tax legislation, we are equipped to meticulously assess your estate plan and offer strategic guidance on optimal practices.

How We Can Help You Secure Your Legacy

Our team of trust and estate experts is well-versed in the intricacies of federal and state tax laws and filing requirements. Including a CPA and Attorney with a state of Texas certification as an estate planning and probate specialist, boasting over two decades of expertise. Our team also includes additional team members with expertise in financial planning for estates.

These experts provide strategic guidance to affluent individuals and their trusted advisors to help them effectively define their trust document intentions and manage their financial assets while identifying opportunities to minimize tax liabilities. Our team excels at facilitating the seamless transfer of wealth to future generations.

Our trust and estate team can review your estate documents and provide strategic guidance for optimizing your plan for success. We collaborate with your existing advisors to create a customized plan for you.

Partnering with Estate Planning Attorneys

The Innovative CPA Group partners with distinguished attorneys and financial institutions to provide holistic services to our clients. Our team of experienced accounting professionals is committed to working with our partners ensuring optimal outcomes for our clients. We actively exchange insights and assets, fostering a culture of knowledge-sharing, and jointly addressing specific matters when required.

Estate Planning Consulting Services

  • Evaluation of current and proposed provisions in wills and trusts
  • Development of client-specific estate planning strategies focusing on:
    • Estate tax, gift tax, GST tax, and income tax minimization
    • Asset protection
    • Business succession
    • Charitable giving
    • Special needs of beneficiaries
  • Implementation of estate planning strategies, including:
    • Gift tax return preparation
    • Beneficiary designations
    • Trust funding
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American Institute of CPAs (AICPA) Estate Planning Certified

Our Trust and Estate Team

Steven Baker, CPA, Esq.
Director of Trust and Estate Services
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Thomas J. Valentino, CPA
Director
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Cyndi Poppa, CPA
Director
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Christina Imperioli, CPA
Senior Accountant
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Marta Busa, EA
Senior Accountant

We collaborate with your existing advisors to create a customized plan for you.

Determine long-term needs while receiving financial solutions, including trust implementation and retirement plans.

Get help with trust administration and strategic gifting from a team with over 30 years of experience.

Contact Us

Whether you know exactly what accounting service you need or have a tough question, The Innovative CPA Group team is here and ready to help. Let’s collaborate to accomplish your personal or business goals.