Gift Giving

Preserving Assets With Tax Strategies for Gift Giving

Crowe Horwath LLP offers proven experience in providing individuals and families with expert advice on tax-efficient gifting strategies to achieve their unique goals and objectives. Our dedicated estate and gift tax professionals are well-versed in the specialized compliance required to verify that plans are properly implemented.

For nearly five decades, our private client tax specialists have assisted high-net-worth and high-income clients nationwide with the development and execution of family and charitable gifting strategies to:

  • Identifying and clarifying financial planning goals
  • Maximizing value passed to recipients
  • Reducing estate tax liability
  • Mitigating generation-skipping transfer tax
  • Exploring irrevocable life insurance trusts
  • Analyzing grantor-retained annuity trusts
  • Examining intentionally defective irrevocable trusts
  • Benefiting from self-canceling installment notes
  • Investigating qualified personal residence trusts

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Marvin D. Hills

Partner, Private Client Services Leader