Cleveland, Ohio CPA and Business Advisors
Have a Question?





 

"Check us out on

BrokerCheck."

 


Monthly Financial Update

Retirement In-Sight


Current Newsletter
Subscribe to Our Newsletter

what's going on CP Advisors News

Are Your Business Taxes Going Up or Down?

Read More

Donating Appreciated Stock

Read More

Alternate Minimum Tax: Be Ready for Anything

Read More

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


  
Ciuni & Panichi has over 40 years of quality service.
Tax-Compliance-Consulting-Services

Tax Compliance & Consulting Services | Estate, Gift, & Trust

 

We bring real world experience and knowledge to this complex area.

At Ciuni & Panichi we have the expertise to handle your estate, trust, and gift tax needs.  We have extensive real world experience working with clients, their attorneys, and other professionals in this complex area.   Our focus is on the client’s goals and objectives.  We use this as a base upon which we help clients to develop their personalized plan.  We then help clients implement their plan, including assistance with any gift tax, income tax, or estate tax filings.  Finally, we will monitor this plan as time goes on and make recommendations to continue to ensure that the client’s changing goals are being met.

Members of the tax department are continually monitoring recent and proposed legislation for its potential impact on our clients.  We are actively involved in industry organizations and in touch with taxing organizations to stay on top of the current trends, issues, and opportunities.

Some of the estate, gift, and trust areas that we are actively involved in include the following:

  • General estate planning
  • Gift tax planning and return preparation
  • Estate tax return preparation
  • Assistance with estate administration
  • Estate and trust income tax planning and return preparation
  • Charitable trusts
  • Grantor trusts, including:
    • - Intentionally defective grantor trusts
    • - Qualified personal residence trusts (QPRT)
    • - Revocable living trusts
    • - Grantor retained annuity trusts (GRAT)
  • Family partnerships and LLCs
  • Irrevocable trusts, including life insurance trusts, credit shelter trusts
  • Dynasty trusts
  • Private foundations

Contact us for more information about our tax compliance consulting services. Or, you can connect with any of the individuals highlighted on this page.