Why Estate & Gift Tax Planning Matters
At GalvinCPA & TAX, we provide expert guidance on estate and gift tax planning for U.S. individuals, families, and international clients. Our team ensures your wealth transfers are tax-efficient, legally compliant, and aligned with your long-term goals.
Minimize Federal and State Estate Tax Liabilities
We design efficient estate tax strategies to reduce both federal and state-level obligations, ensuring your beneficiaries receive the maximum value of your estate.
Our planning integrates lifetime gifting and charitable structures to optimize your legacy.
Maximize Lifetime Exemptions and Annual Exclusions
Our advisors help you make the most of IRS lifetime exemptions and annual gifting limits.
By leveraging these opportunities, you can transfer wealth tax-free while maintaining flexibility and control over your assets.
Ensure Smooth Wealth Transfer Across Generations
We coordinate legal, financial, and tax elements to support seamless generational transfers.
From trust structures to valuation and reporting, our approach minimizes disputes and ensures compliance.
Protect International Assets from U.S. Tax Exposure
For global families and cross-border investors, we provide foreign trust, residency, and treaty-based planning.
Our team safeguards your assets from double taxation and unnecessary U.S. estate inclusion.
Our Key Services
Estate Tax Planning
Strategies to reduce estate tax liability, including valuation discounts, charitable giving, and trust structures
Gift Tax Planning
Utilize annual exclusions, lifetime exemptions, and gifting strategies to transfer wealth tax-efficiently.
Cross-Border Estate & Gift Tax
Advising international clients with U.S. property, green card holders, and expatriates on tax obligations.
Trust & Wealth Structuring
Designing trusts, family partnerships, and charitable vehicles to align with your financial and tax goals.
IRS Compliance & Filings
Assistance with Form 706, 709, and international disclosures for estate and gift tax compliance.
How it works
1 Quote & Pricing
You may request a quotation via the buttons —either complete a brief request form or schedule a 15-minute online meeting. We will review the specifics of your engagement and provide the most appropriate pricing.
2 Contract & Order
After we agree on the price and scope of work, we’ll sign an e-contract and create your order.
You can then manage payments and track progress directly from the order page, and download the corresponding PDF invoice.
3 Work process
We’re here to help you navigate the increasingly complicated process of individual Tax.
- Initial Consultation
Review your assets, goals, and tax exposure - Asset & Document Review
Analyze estate structure and gift history - Strategy Development
Create tax-efficient estate & gifting plan - Implementation
Establish trusts, partnerships, and file IRS forms - Ongoing Support
Annual updates, monitoring, and compliance assistance
FAQ – U.S. Estate & Gift Tax
Have any questions? Don’t hesitate to reach out.
What is the current U.S. estate tax exemption?
The federal estate tax exemption is adjusted annually for inflation. Planning ensures you maximize its use.
Are gifts taxable in the U.S.?
Certain gifts above the annual exclusion ($17,000 per recipient in 2025) may require filing Form 709, but not all trigger tax.
Do non-U.S. citizens pay U.S. estate tax?
Yes, non-residents with U.S. assets may be subject to estate tax, often with lower exemptions. Tax treaties can help.
What forms are required for estate and gift taxes?
Typically Form 706 (estate tax return) and Form 709 (gift tax return), plus possible international disclosures.
When should I start estate & gift tax planning?
As early as possible. Proactive planning ensures smoother wealth transfer and minimizes surprises.
Secure your family’s financial future today.
Contact GalvinCPA & TAX for tailored U.S. estate and gift tax planning.