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INDIVIDUAL TAX SERVICES
American First works with companies to help them navigate federal, state, and local income taxes.
Indeed, our experts assist individuals in future planning, employing estate and gift tax strategies to safeguard wealth for generations to come.
High Net Worth Tax Services
For individuals of substantial wealth, safeguarding assets for current and future generations requires comprehensive tax services. American First takes pride in providing an integrated financial planning program, addressing business interests, investments, assets, and wealth structure. We believe this approach is the wisest path to build and preserve your family's wealth.
High-net-worth individuals require a strategic tax plan, as every transaction—from home purchases to business investments—holds potential tax implications. With American First as a partner, clients benefit from a deep understanding of their concerns regarding asset preservation. Leveraging our experience with high-net-worth individuals, we formulate a plan that encompasses business interests, investments, assets, and wealth structure to effectively build and preserve family wealth.
Estate Tax Accounting Services
Organizing an estate to minimize exposure to estate taxes is among the most impactful legacies one can leave for their heirs. American First provides advisory services to structure estates, aligning with clients' goals of passing assets to heirs while minimizing or avoiding estate taxes. Working closely with you, we develop a personalized estate and trust tax plan based on your assets. Through asset valuation and strategic tax elections, we ensure a smooth transfer of assets to heirs.
Gift Tax Accounting Services
Presents can be strategically employed as a component in estate planning. American First aids clients in determining the optimal way to transfer wealth during their lifetime to enhance their estate plan. We collaborate with clients to offer advice on gifting while maximizing annual and lifetime exclusions.
Our gift tax planning services assess the advantages and disadvantages of transferring wealth to beneficiaries as part of your estate planning. We recommend various options, including annual gifts with no tax consequences, unlimited gifts for medical expenses or tuition, property transfer, unlimited spousal transfer, and certain proceeds from life insurance.
