• Gift, Estate and Trust Tax
    Advisory and Compliance

Long-term wealth preservation.

BDO provides comprehensive tax and financial planning strategies to preserve wealth for both current and future generations. Our multifaceted approach includes minimizing the tax burden, protecting assets, and identifying and implementing specific strategies for the transfer of personal and business interests to the individuals or entities that our clients desire.
In the U.S. and in more than 150 countries around the world, BDO Private Client Services professionals work closely and collaboratively with our clients’ existing advisors in order to develop the best course of action for each unique situation.
We provide a comprehensive range of estate and wealth succession planning services:
  • Estate planning to accomplish your goals while minimizing the tax burden
  • Utilizing trusts to hold and protect assets for the next generation
  • Utilizing trusts as a tax efficient vehicle to transfer wealth to the next generation
  • Focusing on cash flow as a very important piece of overall planning
  • In the case of foreign assets, determining the optimum method for holding and transferring those assets
  • Philanthropic planning that may involve charitable trusts or foundations
  • Preparation of all necessary tax returns. 
  • Assistance with Internal Revenue Service and State examinations

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