• Gift, Estate and Trust Tax
    Advisory and Compliance

Long-term wealth preservation.

BDO provides comprehensive tax planning strategies to preserve wealth for both current and future generations. Our multifaceted approach includes minimizing tax burden, protecting real assets, and identifying and implementing strategic transfer of personal and business interests.
In the U.S. and in more than 140 countries around the world, BDO professionals work closely and collaboratively with our clients’ existing advisors in order to develop the best course of action for their unique situation. We provide a comprehensive range of services, including:
  • Preparation of Federal Forms 706 and 709 and applicable state returns
  • Fiduciary income tax returns (Form 1041) and planning to minimize taxes
  • Foreign-trust reporting, planning, and compliance
  • Charitable-trust compliance and planning
  • Internal Revenue Service and State examinations
  • Wealth transfer planning