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

Tax Preparation & Planning for Estate and Gift Tax

At Neikirk, Mahoney & Smith, our ability to assist in estate planning exceeds the typical breadth of service performed by other professionals because three of our partners actively practice law in addition to fulfilling their roles with our firm. We feel that this provides us with a unique advantage over other accounting firms, as we are able to work in the same office as the drafting attorney to really customize each estate plan to meet the particular needs of each client. However, even though partners in our firm are able to draft your estate plan, we realize that the attorney/client relationship is often times built on years of trust, and accordingly, we are also experienced working in cooperation with other attorneys, individual executors, and trustees in this area.

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.

Moreover, our extensive experience in the preparation of Estate, Gift, and Inheritance tax returns allows Neikirk, Mahoney and Smith to be involved in your estate administration process every step of the way - from planning during life, to filing the final tax returns required of your estate. The continuity of process we are able to provide is not only cost-efficient, it also helps to ensure that your legacy will be carried out the way that you want.