Best Tax Preparation Services in Omaha, NE

This seismic wealth shift begs two notable questions: “Are you prepared to pass your hard-earned assets on?” and “Are your children or heirs prepared to receive those assets?” While answering a simple “yes” is a good start, it is vital to have an actual plan in place beyond a loose notion of the dollars and cents that represent your wealth/value. With so much riding on proper estate planning, big tax implications and messy family dynamics alike, do not leave this to another day that may never come. We at O’Donnell, Ficenec, Wills & Ferdig are among those consultants that are comfortable working within the very tax and relational dynamics that may prove daunting or too sensitive and “close to home” for you and your family (beneficiaries). We are adept at protecting your estate from being eroded by estate and gift/inheritance taxes. Likewise, our team includes CP As who have earned designations such as Accredited Business Valuator (ABV) and Certified Exit Planning Advisor. Since businesses may play a part in your estate, and valuations are an essential part of estate and gift planning, it is essential to have “specialists” in these areas. These in-house experts maintain education and memberships on the latest legislative changes that could impact the amount of “wealth” that you ultimately must transfer, and how well-positioned your beneficiaries are to also protect and sustain your estate and gifts.