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Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Federal Tax Reform: Opportunity Zones

Community Revitalization by Rewarding Private Investment

Section 199A Deduction for Pass-Through Entities

A Deduction of Up to 20% of Qualified Business Income

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Estates & Trusts

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How Do I Protect My Estate and Family by Planning Today?

Planning for you and your family’s future is an important and ongoing process. Your estate tax planning and trust tax planning progress should be regularly reviewed to ensure your current goals and objectives are addressed.

Effective estate tax planning minimizes estate taxes and provides asset protection for your family and future generations. When you need guidance on personal matters or trust taxes from trusted advisors, Cherry Bekaert is here to carefully understand and work with your individual family and financial situation. Our experience with high-net-worth individuals and owners of closely-held companies – as well as our expertise in business valuations, business operations and international tax – allows us to properly provide guidance in all areas of estate tax planning and trust taxes.

Cherry Bekaert can provide you with the following estate tax planning and trust tax planning services:

  • Estate Tax Planning and Gift Tax Planning, Domestic & International
  • Asset Protection Planning
  • Taxation for Trusts and Estates
  • Special Needs Planning
  • Business Succession Planning
  • Charitable Gifting Strategies
  • Transfer Taxes Mitigation
  • Tax Compliance Services
  • Fiduciary Tax Services Including Estate & Trust Accounting
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2019 Individuals’ Tax Planning Checklist

Discover useful tax planning information and helpful money saving tips with the 2019 Individuals' Tax...

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Tax Services Tax Reform for Individuals, Estates & Trusts

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Wealth Management Group and Tax Case Study

Learn how Cherry Bekaert Wealth Management can provide guidance in areas of tax planning and...

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Michael G. Kirkman

Estate, Trust & Gift Tax Leader

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