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Estate & Gift Tax

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Estate & Gift Tax Services

Geeslin Group offers comprehensive estate and gift tax advisory services tailored for high-net-worth individuals. We focus on understanding and navigating the complex tax landscape to preserve wealth. Estate taxes apply to assets above a certain threshold upon death, while substantial gifts require a tax return but often incur no immediate tax. By monitoring legislative changes, we craft strategic gifting plans that alleviate estate taxes through careful timing and recipient selection, including charitable donations. We also guide trust decisions to avoid unnecessary complexities. Our goal is to educate clients on their tax obligations and opportunities, helping them develop personalized strategies for wealth preservation and maximizing benefits for beneficiaries in a tax-compliant manner.

Other Tax Services

Individual & Business Tax

Individual & Business Tax

Our expert team is dedicated to accurate tax preparation and filing for individuals and businesses. Trust us to navigate complex tax laws to maximize your returns and minimize liabilities.

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Tax Planning

Tax Planning

At Geeslin Group, our Tax Planning services address your immediate tax needs precisely and clearly. Unlike our long-term Tax Advisory services, Tax Planning focuses on short-term objectives, providing strategic tax projections for the next six to twelve months.

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Name, Image, and Likeness Tax Coaching

Name, Image, and Likeness Tax Coaching

At Geeslin Group, our NIL Tax Coaching services focus on empowering college athletes with essential financial literacy and tax knowledge. Recognizing the unique financial hurdles faced by student-athletes, we provide comprehensive education on taxes and financial responsibilities.

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Voices of Trust

Chuck Ogletree of Southtree Commercial
May 23rd, 2024

No matter what type of business they’re in, Geeslin Group has the expertise to help you navigate any challenges that you might have.
Shelley "Butch" Anthony of This Is It Southern Kitchen & BBQ
May 23rd, 2024

I could call Dale, I could call his son, Mike. They’re just always so responsive.
Lynsey Benton of Atlantic Tape & Packaging
June 17th, 2024

We rely on their expertise, their advice. They’ve walked us through five acquisitions since 2020. They’ve really helped us with the due diligence in purchasing those companies. They’re a real partner for us, but it feels like a family.

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FAQ

Welcome to the Geeslin Group FAQ section! Here, we’ve compiled answers to the most commonly asked questions about our services, policies, and company values. Whether you’re a new client or a long-time partner, we aim to provide clear and helpful information to address your needs quickly and efficiently.

Do I really need a CPA?

If you only have W-2 income, you might not need a CPA. However, if you own a business or rental property or have more complex finances, professional services can help you save time, avoid mistakes, and maximize your tax benefits.

How do estimated payments work, and why do I need to make them?

Estimated payments are quarterly tax payments for those with income not subject to withholding, such as self-employment or investment income. They help avoid penalties and manage your cash flow by spreading tax payments throughout the year. Making these payments ensures you meet your tax obligations and avoid surprises.

When are my taxes actually due?

Taxes are due on April 15 every year. If the 15th falls on a weekend or holiday, the deadline is the next business day. Extensions give more time to file, but taxes are still due by April 15.

What's the number one thing I can do to put myself in a better position?

Keep good records throughout the year. Staying organized and asking your CPA questions early on can help you make informed decisions and avoid last-minute stress. Geeslin Group is here to help you every step of the way.

How can I pay less tax?

“It depends” is the most common and most true answer to this question. The most straightforward strategies include contributing more to your retirement account and considering increasing your charitable donations. These are common strategies, but not the only ones available.  For personalized advice, Geeslin Group can provide tailored recommendations based on your specific situation.

I know I need more support, but I don’t know what I need. How can you help me?

At Geeslin Group, we assess your unique financial situation and recommend services that fit your needs, whether tax planning, business consulting, or accounting support. We provide personalized guidance to help you achieve your financial goals.

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Request a Consultation