Estate tax minimization in Denver, Colorado

Wills & Wellness Estate Planning is a law firm located at 8354 Northfield Boulevard in Denver, Colorado, United States. We specialize in personalized estate plans and probate administration, aiming to help our clients memorialize their legacies and ensure their assets are distributed according to their wishes. Our attorneys do not bill by the hour, and we offer educational talks and workshops around the Denver metro area to help our clients understand the importance of estate planning. With an average of two cars per household in Denver, many residents have estates that need to be properly planned for. Regardless of the size of your estate, it is crucial to have a legal document detailing your wishes for your assets. Our firm can assist you in creating wills, trusts, and other estate planning instruments to ensure your loved ones are taken care of after your passing.

Jackson Elite Tax and Consulting is a reputable institution located at 3425 East 28th Ave in Denver, Colorado, specializing in accounting and finance services. Our team of tax experts provide current and prior year tax preparation, filing, and tailored support for a variety of tax forms including 1040, 1065, 1120, 990, Estate, and Payroll Taxes. In addition to traditional tax services, we also cater to the unique needs of nonprofit organizations, ensuring every dollar is allocated correctly by funding source or program. Our goal is to handle the accounting so you can focus on your mission.

Expert Tax Group is a leading accounting and finance institution located at 10200 East Girard Avenue in Denver, Colorado, United States. With a team of knowledgeable and experienced professionals, we specialize in providing expert tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their returns and minimize their liabilities. Whether you need assistance with tax preparation, planning, or representation, Expert Tax Group is here to help. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

Tax Them Not Us is an accounting and finance institution located at 1070 South Raritan Street in Denver, Colorado. We specialize in helping individuals and businesses navigate the complex world of taxes and financial planning. Our team of experts is dedicated to finding legal ways to minimize tax liabilities and maximize financial success for our clients. Whether you need help with tax preparation, planning, or financial consulting, Tax Them Not Us is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Colorado Tax Consultants is a reputable finance institution located at 9175 East Kenyon Avenue in Denver, Colorado, United States. Our team of expert consultants specializes in providing comprehensive tax services to individuals and businesses. Whether you need help with tax planning, preparation, or resolution, our experienced professionals are here to assist you every step of the way. Trust Colorado Tax Consultants to help you navigate the complex world of taxes and ensure that you are maximizing your savings and minimizing your liabilities. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

1031X is a finance institution located at 7150 East Hampden Avenue in Denver, Colorado, United States. Specializing in 1031 exchanges, our team of experts is dedicated to helping clients navigate the complexities of tax-deferred exchanges in real estate transactions. With a commitment to providing exceptional service and personalized solutions, 1031X is the trusted partner for investors looking to maximize their returns and minimize their tax liabilities.

Located at 2833 South Colorado Boulevard in Denver, Colorado, Klancke & Cook is a trusted institution specializing in estate planning, wills, trusts, business, and real estate. Led by Jill Klancke and her husband David Cook, this institution offers valuable presentations and consultations to help individuals prepare for their eventual passing and ensure a smooth transition for their loved ones. Clients highly recommend their services for creating a loving legacy and minimizing potential conflicts within families. Take immediate action and communicate with Klancke & Cook to secure your future and the future of your family.

Mercer Advisors Wealth Management, located at 5613 DTC Parkway in Greenwood Village, Colorado, offers a unique approach to wealth management in the Denver - Tech Center area. With a focus on helping clients transition from wealth-building to wealth-enjoying, Mercer Advisors provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Emily, Ben, James, Drew, Brett, Cam, Ian, Brittany, and Gaby, are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking for retirement planning, estate planning, investment management, or tax planning, Mercer Advisors has the expertise to help you connect all the dots of your financial life.

Moneta Group - Dunston Financial Team is a finance institution located at 200 Columbine Street in Denver, Colorado, United States. They offer fee-only wealth management services from fiduciary advisors that you can trust. Their team is objective, independent, and comprehensive, never driven by commissions. Financial planning is emphasized at Moneta, as statistics show that those with a comprehensive financial plan are more confident in their financial decisions and are better prepared for emergencies and retirement. With locations in Mission Woods, KS, Greenwood Village, CO, Golden, CO, and Denver, CO, Moneta follows a goal-oriented process to help clients accomplish their financial objectives. Trust Moneta Group - Dunston Financial Team to help you secure your financial future.

Johnston & Associates, Inc & JMJ Consulting, Inc. is a finance institution located at 4500 Cherry Creek South Drive in Denver, Colorado, United States. Our team works with clients nationwide to protect and grow their wealth through sophisticated, customized estate planning services. With over 35 years of experience, we specialize in developing estate plans for closely held business owners and high net worth individuals to minimize income and estate tax exposure. We understand the importance of flexible and practical document design to meet the unique needs of each client.

Staib Financial Planning, LLC is a finance institution located at 9233 Park Meadows Drive in Lone Tree, Colorado, United States. Specializing in flat fee-only retirement planning, they assist clients in navigating the journey to and through retirement. Tax efficiency is a key focus, with strategies to minimize taxes and maximize after-tax income. They help clients create a low-cost, diversified investment portfolio tailored to their unique goals. As a fee-only advisor, they are compensated solely by their clients and do not accept commissions or sell products. Certified Financial Planner Paul Staib leads the team, providing comprehensive, tax-efficient retirement planning and investment management services. Serving as a fiduciary, they never earn commissions and prioritize building long-term relationships based on trust and objectivity. Located in the south Denver metro area, they serve clients in Highlands Ranch, Littleton, Aurora, Parker, and surrounding communities, as well as virtually for US-based clients.

Morgan Stanley Financial Advisors is a prominent finance institution located at 3033 East 1st Avenue in Denver, Colorado, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor Wesley Weise, located at 370 17th Street in Denver, Colorado, offers customized strategies for asset management and credit needs of high-net-worth clients. Wesley Weise, a Senior Vice President, works with successful individuals, families, business owners, executives, and non-profit entities to help them achieve their financial goals. Services provided include asset management, estate planning, retirement planning, tax minimization strategies, and personalized lending strategies. With a background in wealth management and a history of community involvement, Wesley Weise is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to creating strategies that meet the needs, goals, and best interests of clients now and in the future. With a focus on innovation and a personalized approach, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth and achieve their financial objectives. Please note that Bank of America Private Bank does not provide tax advice. For more information about products and services, visit the Bank of America Private Bank website.

A. Sheffield Tulp - UBS Financial Services Inc. is a prominent financial institution located at 370 17th Street in Denver, Colorado, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, A. Sheffield Tulp - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution provides personalized and comprehensive financial solutions to individuals and businesses alike.

NewBridge Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 205 Detroit Street in Denver, Colorado, United States. With a focus on providing top-tier financial services, they offer a wide range of wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your investments, plan for retirement, or protect your assets, NewBridge Wealth Management - UBS Financial Services Inc. is committed to helping you secure a prosperous financial future.

McMillan Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 4600 South Ulster Street in Denver, Colorado, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, McMillan Wealth Management Group offers comprehensive financial solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping individuals and families build and preserve their wealth for the long term.

Stone-Segal Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located at 4600 South Ulster Street in Denver, Colorado, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Stone-Segal Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they are the go-to financial services provider for individuals and businesses seeking expert advice and guidance in managing their wealth.

Whipple Richard J Jr CPA is a renowned accounting and finance institution located at 11852 Shaffer Drive in Littleton, Colorado, United States. Known for their expertise in tax solutions, they specialize in minimizing liabilities and maximizing savings for their clients. Additionally, they offer services such as uncovering the value of businesses for various purposes, financial statement audits, compilations, and reviews. Many in Denver, throughout Colorado, and across the nation have turned to Whipplewood CPAs for their ability to leverage opportunities and resolve complex challenges. The institution also provides career opportunities for both college graduates and experienced professionals in the accounting field. With a firm license #5590, Whipplewood CPAs is a trusted Certified Public Accounting Firm that serves companies, organizations, and high net worth individuals in Denver and beyond.

Leonard Parker, CPA is a reputable accounting and finance institution located at 3650 South Yosemite Street in Denver, Colorado, United States. Specializing in estate planning and tax resolution matters, Mr. Parker offers expert advisory services to individuals and small businesses to help them achieve their financial goals and protect their interests. With fifteen years of experience in public accounting, Mr. Parker provides personalized services in various areas including small business accounting, tax planning, business valuation, individual tax return services, and personal financial planning. Leonard Parker's mission is to offer value and efficiency to clients by providing timely, professional, and personalized services that translate expertise into progressive solutions and opportunities. The institution focuses on helping smaller businesses grow and become more effective in managing their financial affairs. Services offered include retirement planning, investment planning, creditor protection, and more. Clients can expect high-quality technical expertise and personalized service tailored to their unique accounting needs.