Estate and Gift Related

Estate and Gift Related 2017-12-05T18:54:00+00:00

Seigneur Gustafson has been involved in a number of engagements for estate and gift tax planning and compliance. We are also involved in the audit and consultation for qualified retirement plans.   We work closely with management and their professional advisors to bring efficiency and value to the need in each situation. As Certified Public Accountants, we draw upon our wealth of experience working with a wide range of businesses and industries, their lenders and other advisors, and bring over 150 years of combined expertise to the task. Services include:

  • Partnership interests – general and limited
  • Membership interests – general and limited
  • Shareholder interests – common and preferred
  • Undivided interests
  • Debt instruments
  • Litigation support –testifying, consulting, neutral and rebuttal expert services
  • Audits of qualified retirement plans
  • Form 5500 C/R compliance returns

Call upon us for your estate, gift and qualified plan advisory needs and visit our other web pages for more information on the related work we do in business valuation, intellectual property valuation, valuation consulting and mediation and related services.