Estates, Trusts, Gifts & Income Taxes

Estates, Trusts & Gift Planning

The very powerful CPA Advantage is at your service. Patricia’s niche as a CPA was working in the area of estates, trusts, and gift giving. She was also one of the co-founders of the Monroe County Estate Planning Council and acted as President and Vice President of that organization for many years.
Patricia is well known for her work in this area and helping her clients with the process of planning their estates and gifts and using trusts when appropriate continues to be a focus of her Wealth Management Service.

Patricia continues to work with numerous estate tax attorneys throughout Florida.

Federal & State Income Tax Planning

Every financial plan includes a review of your current federal and state tax situation in an effort to help our clients keep more of what they have earned.
And again the very powerful CPA Advantage is at your service to help you with your income tax planning needs. We educate our clients on smart alternative strategies that they can consider to help reduce their tax burden at each step of the way. Furthermore, we understand the impact and tax benefits of various financial vehicles and incorporate these in to our investment planning strategies for our clients.