Business Succession Planning, Estates & Trusts in NY and NJ

When a family business is passed down to the next generation—or when significant assets must be transferred—it is critical to think strategically. Making the right decisions can lower tax liability, protect the business’s future and be a life-changing gift to the beneficiaries. Making the wrong decisions can put an end to a business that took a lifetime to build. At PNF Certified Public Accountants & Healthcare Advisors, our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liability in a way that preserves what you have built and protects the beneficiaries. We partner with clients throughout New York and New Jersey, including business owners and individuals.

When it Comes to Wealth Transfer, No One Plan Fits All

Our tax professionals add value through our forward-thinking multidisciplinary approach, technical experience, and deep industry knowledge. We begin by looking at the complete picture. What assets do you currently hold? How are those assets held? Who are your beneficiaries? What dynamics are at play?

We then recommend an estate planning strategy that is right for you, your business and your family. No one strategy is right for everyone. We tailor our recommendation to meet your needs, which may involve a number of estate planning considerations, including:

  • Planning for the systematic transfer of management and ownership responsibilities
  • Establishing of a grantor retained annuity trust (GRAT) or grantor retained unitrust (GRUT)
  • Creating a family limited partnership or family limited liability company
  • Reviewing and updating your personal estate plan
estate-planning

A Careful Plan Means Your Interests Are Protected

Having your taxes and estate thoroughly and carefully planned will ensure that your interests are protected. To get started, call us at 732-605-1529 or toll free at 888-785-5653 or contact our estate and trust firm online to schedule your free, confidential consultation. We will discuss your business, your goals and how our partnership can benefit you.

About Us

We bring the power of the tax code to businesses in all industries. In addition to our 60-plus aggregate years of accounting and tax experience, our team consists of business owners, bank managers and warehouse managers, as well as current payroll specialists, enrolled agents and real estate agents.

Contact Us

197 Route 18 South, Suite 235S
East Brunswick, NJ 08816
Phone: 732-605-1529 | Toll Free: 888-785-5653
Fax: 732-561-7476