Call(412) 338-1100 Visit Us


Incorporating Tax Planning into Your Estate Plan

Understanding how taxation and rapidly changing tax law impact your estate and/or business plans and keeping current is essential to maximizing your potential tax savings. Although Rothman Gordon has represented clients with tax disputes at all judicial levels, including the U.S. Tax Court, we generally advocate education and planning to avoid such disputes. We stay abreast of new tax enactments so we can advise our clients on how to structure their estate or business to maximize tax savings. Whether this means restructuring your individual estate plan to take advantage of tax ramifications or re-evaluating the current structure of your business, Rothman Gordon strives to discover the best solutions for you.

Taxation for individuals

For individuals, we provide tax advice to clients at all stages of life, from establishing the best qualified college savings plan to gifts to minors for very young children to arranging for guardianship and health care issues for the very elderly. We also assist with Family Limited Partnerships, which can provide tax savings for those with oil and gas royalties.

Taxation for Businesses

For businesses, we can assist with tax planning, tax structuring, retirement vehicles and employee benefits. We have counseled on pension plans as well as SEP Plans (Simplified Employee Pension), SIMPLE Plans (Savings Incentive Match Plan for Employees), and other Qualified retirement plans,  categorized as either defined contribution plans or defined benefit plans.

Our experience includes:

  • Retirement and income tax planning.
  • Formation of corporations, limited liability companies and tax-advantaged limited-partnerships for business and corporate entities.
  • Counsel on pension plans and employee benefits.
  • Preparation of gift tax, estate tax, and fiduciary tax returns.