Keep pace with a changing tax environment
Minimize your tax burden and accomplish your goals
Tackle tax problems before they occur
Experts you can rely on.
For decades, HoganTaylor estate planning professionals have leveraged their tax and business advisory expertise to help individuals like you accomplish their goals and minimize their tax burden.
We believe our role as financial stewards starts with developing a clear understanding of your objectives and the unique challenges that stand in the way of achieving them. We’re cognizant of the important role communication plays in the planning process, which is why we work closely and collaboratively with our clients, their families, and their existing advisors to develop the right plan of action and concisely communicate its impact.
Why consult with HoganTaylor?
You have an attorney, so why do you need to speak to a business advisory and public accounting firm?
We work closely and collaboratively with your existing advisors, providing valuable consulting services that empower them to develop unique solutions and execute on your behalf. Most commonly, we support your existing advisors in the following ways:
- Estate and gift tax analysis and compliance
- Business valuations
- Estate and gift tax modeling
- Estate and gift tax research
Technology that elevates
We are a leader in leveraging technology in the delivery of services to our clients. Our investment in technology includes Bloomberg BNA Estate & Gift Tax Planner™, an advanced tax software that includes built-in tax knowledge, automatic calculations, detailed projections, and compelling data visualization.
The BNA Estate & Gift Tax Planner™ software, combined with our knowledge of your objectives, empowers you to achieve your financial goals by providing you with highly accurate strategic plans and detailed tax projections.
Charitable gift planning
Estate and gift tax planning
Generation-skipping transfer tax
Structures for making gifts
Irrevocable life insurance trusts
Qualified personal residence trusts
Grantor retained annuity trusts
Grantor retained income trusts
Family limited partnerships
Family limited-liability companies
“Intentionally defective” irrevocable trusts
Income tax issues
"We know leaving a lasting legacy is paramount."
“We know you’ve worked hard for your success and leaving a lasting legacy for future generations is paramount. To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals. Our team of business advisors and CPAs seeks to elevate the work of your existing advisors through enhanced wealth succession strategies, innovative planning tools, and the financial guidance you need to achieve your long-term goals.”
—Lou Ann Gibson, CPA/ABV, CVA, MAFF
Lead Estate Planning Partner
Let’s work together.
Talk to a HoganTaylor Expert
Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals.