Tax Planning For Estates & Gifts (Legacy Planning)

Effective estate and trust planning can ensure financial security for loved ones.  For businesses, it can maintain a smooth succession of ownership.

Everyone should have a well thought-out plan on how to transfer one’s estate in a manner that avoids complications and ensures that wishes are followed.  Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any unnecessary issues to address during a time of loss.

Our role at Mark W. Nichols, CPA, PC is to help our clients navigate the complex and shifting tax laws, to facilitate the transfer of assets and minimize the tax liability of their beneficiaries. 

Tax Services
Preparation of federal and state income tax returns for:

  • Trusts and Estates

For Individuals
Tax Planning & Advice

  • Estate and gift planning

For Businesses
Tax Planning & Advice

  • Business valuations and the impact on your estate
  • Tansferring business ownership to the next generation tax efficiently
Mark W Nichols, CPA, PC • 10 New England Business Center Drive, Suite 102 • Andover, MA 01810 • Phone: 978.984.5425 • E-Mail: info@mwncpa.com.  |  Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser.  |  Landmark Financial Services Group, LLC is not an affiliated entity with Woodbury Financial Services, Inc.  |  Mark W. Nichols,CPA, PC is not affiliated with, nor endorsed by, Woodbury Financial Services, Inc. |  Investment professionals on this site are currently registered to conduct securities business in Massachusetts, New Hampshire, and Florida.