HLB Gravier

At HLB Gravier, we specialize in helping you maintain and preserve your legacy and wealth. Through our broad range of personalized services for both US and International Private Clients, we provide Individual tax planning to sophisticated estate and charitable planning strategies. We understand that income and estate tax planning services are based on close and trusted relationships and we work hard to earn and keep your trust. Our experts work closely with your team of advisors in developing and integrating plans that help accomplish your goals. These services include individual, fiduciary, charitable and closely held entity tax planning and compliance. For the International client, we know, understand and have experience with US international tax laws and how they affect affluent individuals, families and businesses, as well as taxation of foreign trusts and estates. Our team of Professionals can help you resolve issues ranging from utilization of foreign trusts, net capital loss carryovers, new foreign trust reporting rules and distributions of both foreign trust net income and accumulated trust income. Our services include tax planning and compliance for US beneficiaries of foreign and domestic trusts and US persons receiving foreign and domestic gifts; offshore structure and assistance in determining and planning your residency status, all of which can help minimize your tax liability. Because we are a part of the HLB network, we can help our clients and their advisors develop and integrate a lifetime and testamentary plan to help preserve wealth, minimize taxes, protect assets and assist in the transfer of wealth. Estate and Trust services include Preparation of Federal Estate Tax returns and applicable estate tax and inheritance returns; Preparation of Federal gift tax returns; Fiduciary income tax returns; Foreign-Trust reporting, planning and compliance and Charitable-Trust compliance and planning. We believe with the right advice and the right team in place, your assets can be protected for years to come and ensure your fiduciary objectives are met.