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