At HoganTaylor, we know you’ve worked hard for your success and leaving a lasting legacy for future generations is paramount. To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals.

Today’s financial environment is characterized by change and regulation, which makes planning exceedingly complex. Our team of business advisors and CPAs seeks to elevate the work of your existing advisors through enhanced wealth succession strategies, innovative planning tools, and the financial guidance you need to achieve your long-term goals.

We believe our role as financial stewards starts with developing a clear understanding of your objectives and the unique challenges that stand in the way of achieving them. We’re cognizant of the important role communication plays in the planning process, which is why we work closely and collaboratively with our clients, their families, and their existing advisors to develop the right plan of action and concisely communicate its impact.

For decades, HoganTaylor estate planning professionals have leveraged their tax and business advisory expertise to help individuals like you accomplish their goals and minimize their tax burden.

Why consult with HoganTaylor?

You have an attorney, so why do you need to speak to a business advisory and public accounting firm?

We work closely and collaboratively with your existing advisors, providing valuable consulting services that empower them to develop unique solutions and execute on your behalf. Most commonly, we support your existing advisors in the following ways:

  • Estate and gift tax analysis and compliance
  • Business valuations
  • Estate and gift tax modeling
  • Estate and gift tax research

Technology that Elevates

We are a leader in leveraging technology in the delivery of services to our clients. Our investment in technology includes Bloomberg BNA Estate & Gift Tax Planner™, an advanced tax software that includes built-in tax knowledge, automatic calculations, detailed projections, and compelling data visualization.

The BNA Estate & Gift Tax Planner™ software, combined with our knowledge of your objectives, empowers you to achieve your financial goals by providing you with highly accurate strategic plans and detailed tax projections.

Consulting Services

  • Charitable gift planning
  • Estate and gift tax planning
  • Generation-skipping transfer tax
  • Structures for making gifts
  • Irrevocable life insurance trusts
  • Qualified personal residence trusts
  • Grantor retained annuity trusts
  • Grantor retained income trusts
  • Family limited partnerships
  • Family limited-liability companies
  • Intrafamily sales
  • “Intentionally defective” irrevocable trusts
  • Business valuation

Compliance Services

  • Estate
  • Charitable
  • Fiduciary
  • Gift
  • Income tax issues