Planning for your family’s future often brings questions about property, gifts, and the tax impact of transferring assets. A conversation now can help you identify what needs a closer look.
Nikol Shapiro, CPA helps you explore the tax side of your estate planning goals. Based in Plymouth, Minnesota, she’ll review your circumstances and discuss questions to address alongside the work of your estate planning attorney and other advisors.
Your assets, family circumstances, and existing plans provide the starting point. Nikol can help identify tax considerations to discuss before you make a transfer or update your plans.
Tell Nikol what you want to accomplish, who is involved, and what planning you have already done. Bring the questions you would like to understand better.
Share relevant records and existing documents. Nikol will discuss the tax questions in your situation and any additional information needed for a useful review.
Discuss which tax matters to address and which items to take back to your attorney or other advisors. Revisit the conversation when your circumstances or plans change.
Start with the records you have. Nikol can help identify what else is needed for your situation.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.
If a transfer has already taken place, ask about reviewing your gift tax filing needs and the supporting records to gather.
Gift Tax Return Preparation
Discuss your plans with Nikol and identify the tax questions to address next.
Contact Nikol
