Our Services

Friend & Associates has been recognized as an authority on tax and estate planning, fiduciary income tax planning, asset protection planning and more.

• Federal estate, gift and generation-skipping transfer tax planning, including transfers of interests in family businesses and succession planning

• Preparation of federal estate and gift tax returns

• Evaluation and drafting of wills, revocable living trusts and irrevocable trusts

• Advanced estate planning techniques including irrevocable life insurance trusts, grantor annuity trusts, charitable lead and remainder trusts, personal residence trusts and installment sales to intentionally defective grantor trusts

• Analysis of tax considerations in mergers, acquisitions and buying or selling a business

• Probate administration

• Corporate, partnership, individual and fiduciary income tax planning

• Tax planning for tax-exempt organizations, private foundations and charitable giving

• Preparation and submission of revenue ruling requests

• Federal, state and local tax audits, appeals, collections and litigation

• Planning and drafting non-qualified deferred compensation arrangements