Tax Services:

Individual Income and Estate Taxation

Since 1926, our firm has been helping individuals minimize their income and estate taxes. Despite public outcry for tax simplification, the rules have only become more complex for individuals. These complexities in the law can also be viewed as opportunities. At Sisterson, our well-trained and experienced tax professionals can cut through the myriad of laws to find the opportunities for individuals to save income and estate taxes.

Our tax professionals understand the complexities of today’s federal and state income and estate tax laws, including all of the following issues:

• Compliance
• Annual income tax planning
• Deferral of earned income receipt through non-qualified deferred compensation plans and qualified plans
• Evaluation of taxable vs. tax exempt vs. tax favored investments
• Planning for alternative minimum tax
• Avoidance of passive activity loss limitations
• Related party transactions
• Planning for receipt of distributions from qualified plans and IRAs
• Maximizing estimated tax payments
• Will vs. Living Trust
• Using the unlimited marital deduction
• Planning for the use of liquidity and marketability discounts in gift and estate tax planning
• Installment payment of estate taxes
• Qualified family owned business interests
• Qualified subchapter S trusts
• Estimation of the taxable estate
• Charitable lead and remainder trusts
• QTIP trusts
• Life insurance and life insurance trusts