TAX

Amidst the shifts in today's tax landscape, your organization cannot afford to go along with the status quo. You need a tax team to help reduce your tax burden and maximize your profitability with proactive ideas and insights. That's what you'll find at Brinker Simpson.

Brinker Simpson's tax professionals keep a constant pulse on industry developments and the regulatory environment from a local, state, national and global perspective to deliver tax compliance and strategic solutions that work for your organization. We draw upon our understanding of your company's unique needs and goals to formulate tax strategies centered around your best interests.

With deep experience and expertise in various specialized disciplines, rest assured that we've got the intellectual capital and bench strength that will give you a clear competitive advantage.

ESTATE AND TRUST

Owners of family-owned or closely-held businesses need to consider the future of their business when doing their estate planning. Avoiding the stressful transition between generations requires careful planning. Brinker Simpson's advisors will help you proactively protect your wealth while preparing your business for multi-generational success. Our flexibility in the services we offer is a significant benefit to our clients.

Estate and gift tax preparation and planning are an essential part of managing your financial future, and it's not just for the one percent; it's important for everyone, especially if you have a spouse or children or own a business. Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals to develop a long-term estate plan and stay current on tax law changes that affect estate and tax trust preparation.

If you have questions or need assistance, please contact our office at 610.544.5900.

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