• Cleveland 216.674.3800
  • Akron 330.867.7350
  • Beachwood 216.292.6120
  • Kent 330.678.5203

Tax Planning & Preparation

Charitable Giving & Trusts

Did you realize you can donate income producing property to a charitable organization and still receive yearly income from it? Or you can convey property to family members and use the income it generates as a charitable gift. There are many variations of Charitable Remainder Trusts and Charitable Lead Trusts that can afford you philanthropic opportunities while also providing sound estate and financial planning benefits. And there are other techniques within the IRS code to maximize wealth transfer. We will work with you and your attorney to design and administer a trust that meets your objectives.

Individual/Owner & Family Compensation and Tax Planning

Tax Return Preparation

AGP professionals’ range of experience includes: individual and business taxation, employee benefit plans, non-profit entities, estate and gift tax as well as tax filing requirements for trust and estate fiduciaries. We also have foreign, state and local, sales and use and payroll tax specialists. To ensure all tax filing requirements are met in a timely manner we work with you ahead of filing deadlines to create the best possible tax outcome.

Foreign Financial Reporting