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Gifts & Estates

Strategic Giving with Samir's Expertise

  • 2 hr
  • Starts at $650
  • West 7th Street

Service Description

Our 706 & 709 services offer meticulous preparation and filing of your Gift or Estate tax Return. We conduct a comprehensive analysis of all reportable transactions made during the tax year, ensuring each transaction complies with regulations. We navigate the complexities of taxable versus non-taxable events, lifetime exemption calculations, and gift splitting with spouses, estate & personal deductions, and other facets.


Contact Details

  • 811 West 7th Street, Los Angeles, CA, USA

    818-584-6536

    ideas@personatax.org


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