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Consulting
piggy-bank.jpgMeg Holland & Associates, PC, CPA, provides consulting services to businesses and individuals regarding future planning, tax savings, tax strategies, etc. with respect to the following:
  • Business Planning and Organization
  • Estate Planning
  • Financial Analysis/Strategies
  • Insurance Planning
  • Long-term Disability Claims Review and Analysis
  • Tax Planning
  • 338(h)(10) Elections
  • 1031 Exchanges
Estate Planning
We understand the importance to our clients of preserving the maximum amount of wealth possible for their beneficiaries. At Meg Holland & Associates, PC, CPA,  we assist our clients in the creation of an estate plan, which addresses the disposition of their assets in anticipation of death and aims to minimize potential taxes and fees, thereby maintaining as much of the estate as possible for the intended beneficiaries.

Estate Planning Case Study
Meg Holland & Associates established a marital bypass trust that saved the client over $50,000 in estate taxes. During individual tax preparation, we researched and captured the basis step-up for inherited assets of various individual tax clients, which ultimately saved the client several thousand dollars in taxes.

Tax Planning Case Study
Meg Holland & Associates, PC, CPA, coordinated a 1031 exchange for a business client that was selling a plant and buying a new one. The result? The client's federal taxes for that year were reduced for the sale transaction by over $200,000.
 

Important Dates

September 2010 October 2010
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