Estate & Gift Planning and Wealth Management

Get the strategic support you need for tax-efficient estate & gift plan and wealth management.

As a CPA and Accounting firm, you will appreciate the timely assistance in planning a estate & gift planning and wealth management strategy.

Our estate and gift plannning, and wealth management professionals specialize in assisting CPA and accounting firms with estate planning services for their clients.

We understand that your core team has to be focused on developing strategies to address your clients’ specific individual and family needs in order to achieve their philanthropic objectives through a tax-efficient estate and gifting plan.

Pro Counting can assist your team in activities related to estate and gift planning including analysis, design, drafting, implementation and estate and trust administration.

Key Outsourced Estate & Gift Plan and Wealth Management Services

  • Inheritance tax, estate and gift planning
  • Tax implications of buying or selling property in another country
  • Wills and Trust planning
  • Family services to help design and manage key systems

Manage your client’s estate and gift taxes efficiently
with support of our experienced wealth management professionals.