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Modern Family and LGBT Services

Specialized tax compliance and planning for modern families, same-sex couples, and LGBT individuals navigating the complex tax and estate planning landscape.

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Advisors Who Understand Your Situation

Whether married or unmarried, with or without children, today's families need advisors who understand the specific, often state-by-state tax rules that apply to their situation. We provide tax compliance and consulting services to modern families, same-sex couples, and LGBT individuals, covering everything from return preparation and estate planning to the tax implications of marriage, adoption, and property ownership.

What We Do

1

Situation Review

Assessment of your unique family structure and financial situation to identify applicable tax rules and planning opportunities.

2

Tax Return Preparation

Accurate returns that properly reflect your family situation, capturing all available tax benefits.

3

Estate Planning Coordination

Collaboration with your attorneys to develop estate plans that protect your partner and family while minimizing transfer taxes.

4

Life Event Guidance

Expert guidance on the tax implications of marriage, adoption, property ownership, and other significant life events.

5

Multi-State Planning and Ongoing Support

Navigation of state-by-state tax differences for modern family structures, with continued advisory as your situation evolves.

Who Is This For

  • Same-sex married couples navigating federal and state tax rules
  • Unmarried partners with shared assets or dependents
  • Families formed through adoption, surrogacy, or assisted reproduction
  • LGBT individuals with complex estate or wealth transfer goals

Meet the Team

Our team includes professionals with deep experience serving modern families and LGBT individuals with knowledgeable, welcoming service.

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

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Stay informed with our latest articles on personal tax planning, preparation, and strategy.

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