When we advise clients, Swain Trusts & Estates always considers the tax consequences of any proposed planning. We have expertise in a range of tax issues, including income tax planning for individuals and businesses as well as wealth transfer tax planning.
TAX
CHARITABLE ORGANIZATIONS
We can provide advice on the formation, structure and ongoing tax compliance issues for charitable trusts and non-profit organizations.
TRANSFER TAX PLANNING
Swain Trusts & Estates has vast experience planning for transfer taxes for high and ultra high net worth clients.
ESTATE AND GIFT TAX RETURNS
For current clients we can prepare Forms 706 and 709.
INCOME TAX AND SMALL BUSINESS PLANNING
We can evaluate your personal tax situation and provide advice on structuring your business in order to reduce taxes.
TAX STRUCTURING OF BUSINESS TRANSACTIONS, INCLUDING MERGERS & ACQUISITIONS
If you are contemplating an exit from your current business, we can provide tax planning advice on the most tax efficient structure for your transaction.
TAX CONTROVERSY
We have experience representing clients before the IRS, Oklahoma Tax Commission and in Tax Court proceedings.