estate planning

Private Client Services

FGMK’s team of financial planning and tax specialists advises families, individuals and entrepreneurs on income tax and estate planning. When you engage FGMK, you gain access to a highly skilled team who focus on your needs.


 It is critical that families, individuals and entrepreneurs engage a firm with the resources to manage an ever changing reporting environment. The underlying goal of this part of our practice is to ensure that your federal, state and international tax filings are compliant with current tax laws. As you enter into increasingly complex transactions and investments, their reporting and filing needs expand accordingly. 


While income tax planning is critical, it can pale in comparison with the consequences of a poorly-devised estate plan. Proper estate tax planning can reduce the tax burden associated with passing on appreciated assets to another generation. FGMK works with your estate counsel and other advisors to ensure that your estate plan is current and maximizes the use of available planning strategies.  


Income tax and estate tax planning often entail the transfer of private company stock, partnership interests or other assets requiring a valuation. FGMK’s valuation experts regularly prepare valuations meeting applicable tax requirements. 


FGMK assists executives with respect to stock option plans as well as planning, and connection with the tax consequences of various compensation and stock option triggering events.


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