SERVICES

Estate & Family Wealth Planning

Untracht Early is widely respected for the services we provide to individuals and their families. Each principal takes a personal interest in addressing the needs of our clients and developing a familiarity and depth of understanding of a client's personal goals and preferences. We work closely with and compliment the client 's other advisors including attorneys, insurance professionals and investment managers to ensure an integrated approach to the client 's tax and personal needs.

Some of the services we provide include:

• Sophisticated, proactive tax planning and transaction analysis
• Estate tax minimization and family wealth preservation
• Compensation and stock option planning
• Preparation of tax returns for individuals, trusts and family investment entities
• Trust accounting and administration
• Highly experienced representation in the case of a Federal or State tax audit