Protect Your Legacy
When you’ve worked hard to leave a personal and financial legacy for your family, you need a sound strategy to ensure that legacy will last. CBIZ designs estate and wealth transfer plans that minimize lifetime transfer taxes to maximize wealth retention. We assist with:
- Complex generation-skipping transfer tax issues
- Sophisticated income, gift and estate, and fiduciary
- Tax return preparation
- Recommendations for planning techniques to effectuate desired goals
- Succession planning and review of buy-sell agreements
- Liquidity analysis for estates with illiquid assets
- Valuation of family partnerships and other entities
- Assistance to executors in navigating the estate administration process
- Mediation of family disputes over inherited/inheritable assets
Build Your Tax Strategy for 2027 and Beyond
With greater certainty around key provisions of the One Big Beautiful Bill Act, now is the time to consider how the evolving tax landscape could shape your planning.
As businesses and individuals look ahead, new opportunities and considerations may influence decisions for 2027 and beyond.
