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Estate & Gift Tax Planning

ESTATE & GIFT TAX PLANNING

Maximize Your Mission with an Effective Accounting Partner

Accurate reporting and prompt delivery are crucial for your not-for-profit. You also need an accounting partner with extensive experience in financial statements and expertise in recommending corrective action programs. Be confident that your audit will be performed accurately and efficiently, enabling you to focus on your mission and goals. We’ll assist you in remediating deficient practices, establishing effective accounting protocols, systems, and procedures, along with accurate reporting and prompt delivery.

THOUGHT LEADERSHIP

Insights

Grand Opening

ESTATE & GIFT TAX PLANNING

Solutions

Estate Tax Return Planning & Preparation

Gift Tax Return Planning & Preparation

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ESTATE & GIFT TAX PLANNING

Team

an image of Tim Van Cleve, National Director of Tax at Rodefer Moss

Tim Van Cleve

National Director of Tax

an image of Holly Barnes, Partner at Rodefer Moss

Holly Barnes

Partner

an image of Andy Farmer, Senior Tax Manager at Rodefer Moss

Andy Farmer

Partner

an image of Heather Kelch, Partner at Rodefer Moss

Heather Kelch

Partner

an image of Dan Duffield, Principal at Rodefer Moss

Daniel Duffield

Tax Principal

an image of Donna Willis, Principal at Rodefer Moss

Donna Willis

Principal

an image of Brooke Patty, a Senior Tax Manager at Rodefer Moss

Brooke Patty

Senior Tax Manager

an image of Jacque Barber, a Tax Manager at Rodefer Moss

Jacque Barber

Tax Manager

John Calanog

Tax Manager

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