San Francisco, California – October 30, 2016. Safe Harbor LLP, a San Francisco CPA firm specializing in inheritance and estate tax issues, is proud to announce an update to its informational page on estate tax planning. Many San Francisco residents have substantial assets and can face rising estate or inheritance taxes if they do not plan well. The firm has also released a new 2016 inheritance tax guide available on the website.

Estate Tax, CPA, Accountant

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“Among the contentious issues in the US presidential election is the issue of inheritance taxes,” explained Chun Wong, CPA, managing partner at Safe Harbor LLP. “Many San Francisco residents have property or business interests that are close to, or even exceed, many asset thresholds vis-a-vis the estate tax. Our newly updated page has basic information, including a 2016 inheritance tax guide.”

To download the 2016 estate planning guide, visit the website. To view the newly updated information page on estate tax issues for San Francisco Bay Area residents, also please visit the relevant page on the website.

Estate Tax Planning: Working with an Accountant Can Save Money for Descendents

Recent demographic and political changes in the United States have increased the likelihood of a rise in the estate tax. No one knows for certain, as the political situation in the USA is fluid to say the least. That said, contentious debate about estate taxes in both California and in the USA as a whole, should service as the proverbial “wake up” call to those who have significant assets. The tax man cometh. By working with a skilled accountant, however, estate taxes can be minimized if not avoided altogether. This type of estate planning, with an eye towards taxation, allows a person or couple to pass down significant assets to their heirs, contribute to charity, and provide many other wonderful asset transfers while minimizing the legal bite of the government. The newly updated page and 2016 estate planning guide now available by Safe Harbor LLP should be required reading for anyone who faces this problem. Even better, interested parties should reach out to a qualified CPA firm for customized advice. No two estates, after all, are the same.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service.

Safe Harbor CPA

Tel. 415.742.4249

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