SCAM ALERT: We have been made aware of scams involving our main office line being spoofed and people impersonating our employees in an attempt to gain your protected personal information (such as name, address, social security number, birthday, etc).  PLEASE DO NOT PROVIDE THIS INFORMATION.  We will never blindly call you requesting this information.  You will be made aware that we need this information through previous conversations or contact with us before we call and request it over the phone.  If you receive a suspicious phone call, please use caution and hang up and contact us at our main office line at 859-231-1800.

TAX

ESTATE, TRUST & GIFT

The estate, trust and gift area of tax planning and compliance involves protecting your assets and preserving your wealth. Trusts must be created by attorneys and we recommend consulting with an attorney for the preparation of your will. Our estate, trust and gift team members work closely with your attorney in carrying out your personal financial plan by making sure your assets are transferred to your intended recipients while you are living as well as upon your death. We also provide tax compliance services for your estate, trusts and gifts.
Our estate, trust and gift services include but are not limited to:
  • Fiduciary, estate and gift tax return preparation
  • Consulting, compliance and research
  • Charitable gift planning
  • Estate planning

To learn more about our estate, trust and gift tax services contact:

Amelie Larson, CPA/MST 

Kevin Fisher, CPA/CGFM