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As people in the United States are living longer and increasing the average life expectancy, the importance of considering wealth transfer from generation to generation in a tax efficient way has become an important point of interest for many Americans. AVM DeMars CPAs provides strategic estate planning, tax compliance, and estate administrative services to high net worth clients including entrepreneurs, corporate executives, and family businesses. We have expertise in the following areas:

  • Estate and Gift Tax

  • Family Partnership Organizations

  • Charitable Giving Organizations

  • Strategic Planning Opportunities

  • Pension and Retirement Plan Distributions

  • Life Insurance

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