Our mission at Beese & Associates LLC is to provide tailored financial management and accounting services, including tax return preparation to individuals, trusts, estates and businesses.
It has been said that there are only two sure things in life: death and taxes.
Each year one goes through the process of accumulating financial information from various sources to prepare a tax return. Do you take the next step to update your Net Worth Statement and review the performance of your assets and your cash flow as they relate to your financial goals and your estate plan? Most people do not.
Estate planning is a necessity for everyone in today’s ever changing environment of estate and inheritance tax laws on both the Federal and State levels.
With the different thresholds for filing a Federal Estate tax return and a State Estate tax return, an individual may be required to pay State Estate taxes but be exempt from filing a Federal Estate tax return or paying Federal Estate taxes.
Do you know where your estate stands with respect to these threshold amounts?
Beese & Associates LLC works with a network of Attorneys, Accountants, Bankers, Brokers, Financial Advisors and Mortgage Brokers to ensure the clients’ diverse financial needs are quantified, measured and met. We take a comprehensive approach to assisting our clients set and work toward their financial goals.