Having issues with estate planning, inheritance tax, discretionary trust or wealth inheritance tax? We’ll give you structured inheritance tax planning, discretionary trust advisory, and trust fund financial guidance to better preserve your family’s assets.
Families all over the U.S. and Canada are being set up for financial success when they work with Tohme Accounting. See what they have to say about how we’re reducing their wealth inheritance tax exposure and protecting their generational assets.
Protecting your beneficiaries while minimizing tax exposure is critical to long-term financial success. And we get it. Inheritance structures aren’t one-size-fits-all. That’s why we provide customized solutions for each family we work with, such as:
• Estate planning and inheritance tax
• Inheritance tax discretionary trust structuring
• Wealth inheritance tax strategy
• Estate planning and taxes coordination
• Capital gains tax on inherited assets
• And trust fund advisory services
1. Let’s Meet
Book a free consultation so we can go over your inheritance, discretionary trust structures, and estate planning and inheritance tax exposure.
2. Develop a Tax-Efficient Strategy
We’ll design a structured inheritance tax and trust fund strategy for you to reduce wealth inheritance tax and capital gains exposure.
3. Compliance & Ongoing Management
We’ll handle the filings and reporting while always being on call to keep your estate plan compliant and optimized.
With Tohme Accounting, we’ll take a look at all of your specific estate planning and taxes and make sure everything is compliant and works in your favor.
We’ll always take a detailed and personable approach to your inheritance tax planning and trust advisory with services like:
• Free consultation and assessment
• Estate planning and inheritance tax strategy
• Inheritance tax discretionary trust structuring
• Capital gains tax consulting
• And trust fund reporting and compliance
Easy. With years of experience helping our clients succeed, our team knows what we’re doing when it comes to estate planning and taxes, wealth inheritance tax strategy, and discretionary trust advisory. We’ll make sure you have the proper structuring and compliance from the start.• Chartered Professional Accountants
• Experts in inheritance tax planning
• Comprehensive estate and trust fund advisory
• Free initial consultation
No need to hop between accounting firms to secure your family’s trust funds and reduce tax exposure. Everything you need can be found in one place with Tohme Accounting.
Inheritance tax planning involves structuring assets, trusts, and estate transfers in a way that minimizes wealth inheritance tax exposure while ensuring legal compliance. The goal is to protect family wealth across generations.
An inheritance tax discretionary trust allows trustees flexibility in distributing assets to beneficiaries. Proper structuring is essential to reduce estate planning and inheritance tax liabilities.
Estate planning determines how assets are distributed. Tax planning ensures that distributions are structured efficiently to reduce inheritance tax and capital gains tax exposure.
Yes. With proper planning, timing of sale, valuation adjustments, and trust structuring can significantly reduce capital gains tax on inherited assets.
Yes. Even after receiving an inheritance, proactive estate planning and taxes coordination can reduce ongoing wealth inheritance tax exposure and optimize long-term financial outcomes.
What happens if a trust is structured incorrectly?
Improper structuring of an inheritance tax discretionary trust can result in higher tax liability, penalties, or compliance issues. Professional oversight ensures proper reporting and long-term efficiency.
Yes. We assist executors, trustees, and beneficiaries with estate planning and inheritance tax management, trust fund advisory, and tax reporting.
Ideally, inheritance tax planning and estate planning should begin before assets are transferred. However, we can assist at any stage to reduce exposure and strengthen compliance.
Our mission is to provide dependable high net worth tax planning, financial management, and advisory services to affluent individuals and families. Without proper high net worth financial planning strategies, you risk unnecessary taxation, missed opportunities, and inefficient asset structuring.
We help uncover hidden efficiencies, reduce wealth inheritance tax exposure, coordinate trusts, and ensure your tax filing is fully compliant. When you need a high net worth CPA or financial advisor for high net worth clients, we should be your first choice.
What sets us apart from other accounting firms is our integrated approach to tax planning for high net worth individuals. We answer every tax and financial question thoroughly and place our clients’ interests above everything else. Our services include:
When you work with us, you are working with experienced professionals who understand services for high net worth individuals. We ensure your taxes are structured correctly so you can focus on wealth growth, free up valuable time, and preserve and grow family wealth
Talk to one of our professionals to see how we can help you.
