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Strategic Tax Planning Services

Effective tax planning is essential for preserving wealth, ensuring compliance, and achieving long-term financial goals. At Barrett PC, we provide personalized tax strategy for individuals, families, fiduciaries, and legal professionals navigating complex matters involving estates, trusts, inheritance, and divorce.

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Specialized Tax Planning Services

Led by William C. Barrett III—Certified in Financial Forensics (CFF) and formerly a Certified Tax Professional—our services integrate forensic insight with tax expertise.

We offer strategic tax support in areas including:

  • Estate, gift, and inheritance tax planning
  • Trust and fiduciary income tax issues
  • Family Limited Partnerships (FLPs) and entity structuring
  • Tax-efficient divorce planning and asset division
  • Charitable planning and wealth transfers
  • Tax aspects of business formation, dissolution, or sale

Our goal is to anticipate and solve problems before they become liabilities.

Divorce & Trust Taxation Expertise

Bill Barrett has worked extensively on high-net-worth divorce matters involving:

  • Transfer and valuation of marital assets
  • Tax allocation of retirement plans and stock holdings
  • Alimony/spousal support planning from a tax perspective
  • Tracing of previously gifted or inherited property

We also assist trustees, attorneys, and beneficiaries in navigating:

  • Fiduciary accounting standards
  • Income distribution deductions
  • K-1 allocations and income reporting
  • Tax impacts of trust restructuring
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Compliance & Representation

We ensure full compliance with Federal and State tax authorities and offer representation in:

  • IRS inquiries, audits, and settlements
  • Tax reporting for complex transactions
  • Trust and estate income tax filings (Form 1041)
  • Coordination with CPAs and legal advisors

Bill has served on the IRS Board of Tax Appeals and is a published authority on tax strategy, mediation, and fiduciary governance.

Need guidance with estate, trust, or divorce-related tax planning?

Speak With a Tax Strategy