Income Tax & Estate Planning

Tax Planning & Preparation

There’s more to tax than compliance and filing annual returns. We’ll leverage our full scope of services to provide personalized tax strategies that support both your current lifestyle and your long-term financial aspirations.

Estate & Gift Planning

Each individual and family has different estate tax planning needs. Your Aprio tax advisors and attorneys will work together to help you design an estate plan to establish trusts, protect gift assets, take advantage of lifetime estate and gift tax exemptions, and preserve wealth through multigenerational wealth transfers. 

State & Local Tax Planning

We’ll help you analyze the tax impacts of assets held in multiple states, utilizing state-specific tax credits, navigating state residency rules, and leveraging trusts to enhance your tax efficiency.

Philanthropy & Charitable Donations

Whether you’re giving to public charities, creating a private family foundation, or setting up a donor advised fund, our advisors can help you design a philanthropic giving strategy that aligns with your family’s charitable intent, increases tax benefits, and boosts social impact.

Expatriate Services

If you’re living abroad, we’ll help you stay on top of your multijurisdictional tax requirements with residency planning, planning for a non-resident spouse, assistance with treaty applications, and other expatriate tax issues.

Partner with Aprio for a comprehensive approach that customizes and consolidates tax planning, estate planning, wealth management, consolidated financial reporting, and governance strategies that can help your family preserve multigenerational wealth.