Tax Filing and Consultation | Sincerus Advisory

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Income Tax, Estate, and Gift Tax Filing and Consultation

One of the primary tax considerations is income tax. By strategically utilizing allowable deductions and exemptions under income tax laws, families can achieve legitimate tax savings. Additionally, adjustments in asset allocation and investment portfolios can further reduce the tax burden.

Gifting assets, both domestically and internationally, is a common way to transfer wealth. While annual exemptions exist, the asset type and exemption limits require careful tax assessment.

Different gifting methods impact the taxable basis, and multiple nationalities can add tax complexity. Don’t worry—our team has the expertise to help. We’ll design a gifting strategy, assess tax implications, and manage risks to protect your assets.

Estate tax can be a heavy burden for high-net-worth families. By using legal strategies—like agricultural land exemptions, property type conversions, residual property claims, and proactive planning—families can reduce their tax liability.

Effective estate tax planning takes time. Gradually transferring assets to family members or converting cash into property are common ways to ease the process.

A will is more than a final message—it’s a tool to ensure your wealth is passed on as you wish.

Creating a will gives you control over how your assets are distributed. As long as it respects the reserved portion, a will allows you to legally transfer assets to your chosen beneficiaries.

There are different types of wills: holographic, notarized, sealed, attested, and oral. Civil law sets clear rules for each type, and only those meeting legal requirements are valid.

At every stage of life, individuals face various tax challenges, including income tax, gift tax, and, in life’s final chapter, estate tax.

Income Tax, Estate, and Gift Tax Filing and Consultation

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