Estate & Gift Tax Planning

At ADS CPA Firm, we take a tax-first approach to estate planning — identifying strategies that minimize estate and gift tax exposure while aligning with your personal goals. We work alongside your estate attorney to ensure your plan is both legally sound and financially optimized.

Strategies That Protect What You've Built

From trust planning and annual gift exclusions to charitable giving strategies and retirement account distribution planning, we help you structure your estate to minimize tax liability across generations. Our team handles estate and trust tax returns (Form 1041) and coordinates with your legal team so every piece of your plan works together.

Planning for Life Events, Not Just the End of Life

Estate planning isn't only relevant in later years. Marriage, divorce, the birth of a child, a business sale, or a significant inheritance are all moments that should trigger a review of your plan. We help clients stay current so their estate strategy reflects where they are today — not where they were five years ago.