Services

• Accounting & Auditing
• Business Advisory and Risk Services
• Business Valuation & Litigation Support
• Employee Benefits
• Entrepreneurial Services
• Financial Services - Pittsburgh
• Financial Services - West Palm Beach
• Financial Staffing Solutions
• International Services
• Mergers, Acquisitions & Transaction Advisory Services
• Public Company Services
• Tax Compliance & Consulting
  • International Taxation
  • Estate Planning
  • State and Local Tax Services

Estate Planning Services

Pittsburgh, PA | West Palm Beach, FL

Alpern Rosenthal understands how important it is to plan properly for the financial security of your heirs and to minimize your personal taxes today. That's why we offer comprehensive services in estate and business succession planning based on the latest information and strategies. From minimizing taxes, to helping you understand gift programs, our expert estate planning team will make planning for the future a clearer, more understandable process. Our highly skilled professionals provide hands-on personalized services, guiding you in the right direction regarding all aspects of estate and tax planning.

Estate planning services include:

• Business succession, estate and financial planning
• Tax review of estate documents
• Trust administration
• IRS, state and local tax examinations and controversies