Personal Income Tax Planning & Compliance

Williams Coulson counsels executors, trustees, beneficiaries and individual clients on many income tax issues that arise during the course of administering decedents’ estates and trusts. We also counsel clients on the income tax consequences of their estate plan, identify opportunities for income tax planning and prepare fiduciary and individual federal and state income tax returns.

Our group practitioners suggest effective and efficient income tax planning strategies. Given our experience in fiduciary and individual income tax planning and reporting, we can anticipate and address income tax issues throughout an individual’s lifetime and throughout the course of the administration of a decedent’s estate or trust.

Often, we advise clients on strategies relating to taxation relating to the sale of business interests, charitable income tax deductions and the income tax consequences of executive stock options. Additionally, we are experienced advocates in the representation of individuals, estates, trusts and beneficiaries in the area of federal and state audits of income tax returns.