Estate and Trust Services
With international dealings, not all CPA firms are created equal. Frustrated with complicated and inaccurate advise by our previous CPA, we were referred to HLB Gross Collins. HLB has been there to get to know who we are and to help us grow along the way by making suggestions and referrals that work for our business. No question is too small or large, all receive respectful and timely replies. The personal, reliable and professional services that Iliana and HLB staff have provided has been beyond measure, in the more than 11 years since we made the change.
Marc Lacourly
Prime Industries Inc.
Regardless of your age or economic situation, proper planning is essential in ensuring your assets will be preserved and distributed according to your intentions. Although death and taxes are inevitable, you can reduce your tax burden with effective planning.
In devising an estate plan it is important that you not lose sight of your overall objectives. Even if you are not an estate planning expert, you are the best person to determine the fate of your assets. Such decisions include the risks you should incur to continue building your estate, the security measures taken to ensure its preservation, the amounts provided for the education of your children, the amounts to be set aside for retirement, and the distribution of your wealth after your death.
Without planning, your assets could be distributed by law in a manner that produces results you never intended. In addition, your estate might be forced to sell the family business or real estate at distressed rates to raise cash to pay federal and state estate taxes.
Why You Need Good Advice
Your desires and objectives for your estate will need to be considered in light of laws and taxes. Careful planning can substantially reduce taxes in most cases, leaving a greater portion of the estate for those whom you wish to receive it. Although the final decisions are yours, the complexities of most estates and the variety of options available require you to seek competent advice.
How HLB Gross Collins, P.C. Can Help You
We can review your assets, project how your estate will grow, and determine the taxes that will be due. We can help you minimize estate taxes through various estate planning strategies.
We can also help you with important non-tax decisions, such as managing assets for your children as minors and young adults. We also have the expertise for any problems you may have with state inheritance taxes and probate considerations.
HLB Gross Collins P.C. develops financial plans that help clients effectively use their assets and income to reach their financial goals. These goals may be related to retirement, education, death, disability, estate planning and insurance and investment planning. Our services include:
- Assessing and analyzing your financial resources
- Identifying the most beneficial strategies
- Developing a comprehensive plan to help you achieve life goals
- Coordinating the plan’s implementation
- Reviewing and revising the plan as needed
As a former principal at HLB Gross Collins, I am pleased to continue to be able to work with the firm’s professionals as the Chief Financial Officer of a long-time client of the firm. Serving a complex operation such as Mirasco’s is challenging, and Michael Bohling and Iliana Malinov meet that challenge by constantly thinking about our business and being in regular contact with me. Along with the managers, Adil Amou and Michelle Jenkins, they keep us current on reporting and tax developments. Our international scope requires advisors who are constantly thinking about all the implications of our transactions, and the HLB team does a great job bringing us ideas and responding to our questions.
Rick Hamilton EVP & CFO
MIRASCO Inc.
HLB Gross Collins, P.C. consistently demonstrates integrity, professionalism, and technical ability. Additionally, they adhere to time deadlines, and most of all, display a concern and passion for our best interests.
Curtis A. Pollock Co-COO & J. Bruce Bolick CFO
Greystone