Going beyond just correctly filing federal, state and local, and international tax, our integrated approach works to anticipate how each tax challenge influences the decisions you make to achieve growth for yourself, your family and business.
1031 Exchange Services
Templeton provides 1031 Exchange services to our clients, assisting in the buying and selling of business assets by deferring income taxes, increasing their cash flow and promoting growth and profitability. We partner with experienced Board Certified tax attorneys and exchange professionals who will:
If you’re considering making asset transfers to your grandchildren or great grandchildren, be sure your estate plan addresses the federal generation-skipping transfer (GST) tax. This tax ensures that large estates can’t bypass a
If you’re charitably inclined and itemize deductions, you may be entitled to deduct charitable donations. The key word is “may” because there are requirements you must meet. One such requirement is the need
If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan. The agreement provides for the orderly disposition of
WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053
FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719