ESTATE AND GIFT TAXES

CDM understands the complexities of the estate tax system and offers advice on planning techniques to minimize the bite of the estate tax and to allow passage of the greatest amount of assets to the heirs. 

Whether it is through the use of trusts, gifting, family partnerships or other planning devices, we can guide you through the complexities of the tax law and offer the best tools to minimize the tax on your accumulated wealth.

We also prepare annual gift tax returns as well as the estate tax and estate income tax returns.

We offer the resources to complete your tax filings in a timely manner with all the available estate planning tools.

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