Certified Public Accountants1215 Herr Lane, Suite 210 - Louisville, KY 40222502-896-2999

Tax Minimization Strategies

The tax planning and minimization opportunities available in the areas of the estate, gift, and fiduciary tax are unparalleled in the Internal Revenue Code. Therefore, it is crucial that high wealth individuals receive guidance from experts that know how to take advantage of these opportunities.

At Neikirk, Mahoney & Smith, we have the expertise to work within the entire gamut of estate planning vehicles, from the traditional married couple's inter vivos trusts or probate estates, to irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. We have worked with attorneys, charities, and clients in setting up charitable remainder trusts and implementing other charitable giving techniques. Additionally, we bring extensive experience and insight to the area of postmortem tax planning; from dealing with interrelated income tax / estate tax issues and elections, to analyzing the funding of various trusts.