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Protect Your Estate and Trust

Our estate and trust services are designed to help you protect your wealth and transfer as much as possible to your beneficiaries. Let us prepare your estate and trust income tax returns and guide you through the complex process of getting your financial affairs in order, ensuring that your hard work over the years will help you positively impact those you care about the most.

Recent Articles

What’s Included in President Biden’s Proposed Tax Overhaul?

What’s Included in President Biden’s Proposed Tax Overhaul?

President Biden’s “Build Back Better” policy initiative, which targets economic recovery, includes a $1.8 trillion American Families Plan (AFP) and a $2.3 trillion American Jobs Plan. The administration plans to fund both initiatives through a Made in America Tax Plan. Below is an overview of what’s included in this far-reaching tax overhaul.

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Peter A. McAllister, CPA - Accountant Indianapolis
Daniel L. Kittell, CPA - Accountant Indianapolis
Stephen E. Reed - Accountant Indianapolis

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