Our Services

Friend & Associates has been nationally 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