Succession Planning

Protecting Assets With Tax Strategies for Succession Planning

Crowe Horwath LLP can assist businesses with ownership transfer as well as wealth preservation tax strategies. Our tax specialists can initiate the right techniques to help minimize the estate tax impact on heirs and safeguard company and personal assets.

Crowe tax specialists have decades of experience helping all types of businesses create successful business models with plans designed to:

  • Minimize income taxes using stock options, gifts, and other techniques
  • Reduce estate and gift taxes through tax exemptions and exclusions
  • Focus on strategies to reassure lenders, vendors, employees, and customers

Contact Us

Marvin Hills - 150

Marvin D. Hills

Partner, Private Client Services Leader
Sally Day - 150

Sally E. Day

Managing Director