Estate Planning

 

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.

You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

We help you…

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with…

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.

 

PRINCIPAL

MEET JOHN DILUCCI

Education:  John graduated from the University of Texas at Austin with a Bachelor Degree in Data Processing & Analysis. He is an Enrolled Agent, a Fellow of the National Tax Practice Institute, a Member of the American Academy of tax Practice, and a Certified Tax Resolution Specialist.

Experience: John specializes in representing clients before all administrative branches of the Internal Revenue Service. He is an expert at Audits, Offers in Compromise, Establishing Currently Not Collectible Status, All Varieties of Installment Agreements including Partial Payment and Manually Monitored Installment Agreements, Removing Wage Garnishments, Reversing Bank Levies, Preventing Home/Car Seizures, and Removing Tax Liens
EMAIL JOHN
John DiLucci
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MANAGER

MEET FARAZ KIUMARSI

Education: Faraz graduated from the University of North Texas with a Bachelor Degree in Accounting. He is currently pursuing his CPA license.

Experience: His past experience includes running his own sales business. At Masters of Taxation, Faraz manages all projects and maintains client relationships. He delegates work to other team members and manages workflow, while working closely with the Principals. Faraz specializes in working with small businesses, which includes managing their tax returns, bookkeeping, payroll, sales tax, and yearly tax planning. He works strategically with small business owners to help them make financially savvy decisions, fostering efficient, long-term growth.
EMAIL FARAZ
Faraz Kiumarsi
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TAX ASSOCIATE

MEET JAGDISH AMBRE, EA

Education: Jagdish graduated from Mumbai University with a Bachelor Degree in Accounting. He is an Enrolled Agent licensed to represent taxpayers before the Internal Revenue Service.

Experience: He has worked in the accounting industry for over 15 years, which includes working at NCH Corporation, Tischcon Corporation, Flat Products Equipments, Nirmal Projects, and Chemtrols Engineering Ltd. He has training in QuickBooks, Federal Income Tax, Reconciliations, Accounts Payable, and Accounts Receivable. 
EMAIL JAGDISH
Jagdis Ambre
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TAX RESOLUTION ASSOCIATE

MEET SHIRENE KOK, LLB, LLM

Education: Shirene graduated from the University of Western Cape with a Bachelor of Law and the University of Witwatersrand with a Masters in Company Law & Criminology. Her most recent publication was titled 'Tax Benefits for Small Business,' which was featured by the National Small Business Chamber. 

Experience: Her experience includes working for KPMG, Pillay & Devachander Attorneys, and Adams & Adams Attorneys. She has a professional memberships with the Golden Key Society and the Law Society of the Northern Provinces, which is the Bar Association of South Africa. Since the majority of her work and educational experience has been in South Africa, she is now pursuing the Bar Exam after having just moved to the U.S. recently. Now, at Masters of Taxation, she works closely with our Tax Resolution Principal on tax law research and written letters to the IRS.
EMAIL SHIRENE
Shirene Kok
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TAX ASSOCIATE

MEET AREZOO DINYARI

Education: Arezoo graduated from the University of Karaj with a Bachelor Degree in Accounting.

Experience: Federal and State Corporate and Partnership Income Tax Returns, Organizations Exempt from Income Tax and Amended Income Tax Returns, Federal and State Individual Tax Returns, Sales Tax Returns, Payroll Tax Returns (multi-state), Bookkeeping, Texas Franchise Tax Returns.

Foreign Language: Farsi
EMAIL AREZOO
Arezoo Dinyari
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