Estate & Trust Tax Consultation

We understand that estate and trust planning isn’t limited to protecting your financial holdings. We help minimize the stress and administrative burdens of the executors and heirs. Our professionals collaborate with your estate planning team of attorneys and financial planners to make sure the estate plan meets your goals, minimizes taxes, and maximizes benefits to your heirs.

Our experienced estate and trust tax teams work directly with clients, attorneys, and their individual executors or trustees to prepare estate and trust filings, and to establish effective plans for an orderly transfer of your assets and to maintain your legacy assets.


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  • Estate Planning Document Review
  • Gift Tax Returns
  • Federal Tax Preparation
  • State Tax Preparation
  • Fiduciary Income Tax Returns
  • Probate & Trust Court Accountings
  • Post-Mortem Planning
BSB_2023 Year End Tax Planning for Businesses

2023 Year End Tax Planning For Businesses

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It is important that businesses and business owners review your tax and financial plans at year end. While there has been minimal tax legislation passed, the potential for change is…
BSB_2023 Year End Tax Planning for Individuals

2023 Year End Tax Planning for Individuals

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As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your…
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Latest Tax Changes from Virginia Department of Taxation’s September Special Session

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The Virginia Department of Taxation recently released their updated 2023 Legislative Summary, which details the state and local tax legislation enacted during the 2023 Special Session held on September 6,…

Virginia Switches to Rolling Conformity Beginning With Tax Year 2023

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On April 12, following a special one-day reconvene session of the Virginia General Assembly, Gov. Glenn Youngkin signed S.B. 1405 to change Virginia’s method of conformity with the Internal Revenue…