At Fogler, Rubinoff, we believe that making a difference begins with trust. Experience and sound judgment earn it. Client relationships are built on it. Results keep it.

Personal Tax Planning

OVERVIEW

You have spent a lifetime building your asset base, and need tax-efficient strategies for its management and preservation. You likely have specific wishes about the usage and disposition of your wealth. We assist individuals in meeting their personal estate planning objectives. Our services include:

  • transfer of assets and shares to a corporation
  • post-mortem tax planning
  • income-splitting and estate freezes
  • compensation of owner/manager, taxation of professionals and professional corporations
  • private charitable foundations
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