TOP 10 Estate tax strategies in Texas

O'Connor Cost Segregation is a leading finance institution located at 2200 North Loop West in Houston, Texas, United States. Specializing in cost segregation services, they help businesses maximize their tax savings by identifying and reclassifying assets to accelerate depreciation. With a team of experienced professionals, O'Connor Cost Segregation provides tailored solutions to meet the unique needs of each client, ensuring they receive the maximum benefits available. Trusted by businesses across various industries, O'Connor Cost Segregation is dedicated to helping clients achieve their financial goals and optimize their tax strategies.

Lone Star National Consultants LLC is a reputable institution located at 1990 Cypress Creek Parkway in Houston, Texas. Specializing in accounting, finance, and real estate agency services, we have been assisting families of all sizes since 2016. Our team of Consultants and Investors are dedicated to helping you navigate the ever-changing landscape of the 21st Century, making your business success our top priority. As a Christian Family company, we are committed to providing expert strategies that deliver success for your portfolio and make a difference in the future of real estate. Whether you need assistance with managing your business on a day-to-day basis or improving your portfolio, we are here to help. Contact us today to discover how our services and strategies can benefit your future. Lone Star National Consultants - where expertise meets excellence in the new real estate age.

TruTaXX Solutions LLC is a professional accounting and finance institution located in Houston, Texas, United States. We offer a comprehensive Tax Course that teaches students how to prepare individual tax returns from start to finish. Our experienced tax preparers have extensive knowledge of tax laws and are dedicated to educating clients while filing their taxes. We provide income tax preparation services for clients across the USA, with convenient options for delivery, pick up, and drop off of tax-related documentation. Our goal is to develop personal relationships with each client, identify potential tax deductions, and provide tax guidance for future years. We prioritize honesty, trustworthiness, and experience in our team of tax preparers. We value our clients and offer a referral program as a thank you for their continued support. Visit us at 480 Sam Houston Parkway E Suite #355 or contact us to learn more about our services.

Ann E. Williams, CPA is a reputable accounting and finance institution located at 11200 Broadway Street in Pearland, Texas, United States. With years of experience and expertise in the field, they provide a wide range of financial services including tax preparation, audits, bookkeeping, and financial planning. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax compliance or financial analysis, Ann E. Williams, CPA is committed to providing professional and reliable services to meet your needs.

TRUST Consulting Group is a finance institution located at 1607 Ranch Road 620 North in Lakeway, Texas, United States. With a team of experienced professionals, TRUST Consulting Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment management, retirement planning, or estate planning, TRUST Consulting Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in our expertise to guide you towards financial success.

McGill Shedric CPA is a reputable accounting and finance institution located at 2211 Norfolk Street in Houston, Texas, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and dedication to client satisfaction make them a trusted choice for individuals and businesses in need of professional financial services. Contact McGill Shedric CPA today for all your accounting and finance needs.

Nelson & Associates is a reputable accounting and finance institution located at 3700 Buffalo Speedway in Houston, Texas. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Nelson & Associates for all your accounting and finance needs in the United States.

Scott Schaubhut, CPA is a reputable accounting and finance institution located at 10208 Venita Cove in Austin, Texas, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Scott Schaubhut, CPA is dedicated to helping their clients achieve their financial goals. Contact them today for all your accounting and finance needs.

Wheeler Fairman & Kelley is a reputable accounting and finance institution located at 6011 West Courtyard Drive in Austin, Texas. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need assistance with tax preparation, financial planning, or investment management, Wheeler Fairman & Kelley is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances effectively.

1031 Exchange Corporation is a finance institution located at 13706 Research Boulevard in Austin, Texas. We specialize in facilitating 1031 exchanges, a tax-deferment strategy used by real estate investors. Our services ensure that your exchange funds are held securely in a qualified escrow account or trust, giving you peace of mind during the exchange process. Please note that exchange facilitation services are not regulated by any government agency, so it is important to choose a reputable and trustworthy facilitator like 1031 Exchange Corporation. Contact us today to learn more about how we can help you with your 1031 exchange needs.

J. Dwayne Anderson, CPA is a reputable accounting and finance institution located at 105 West 8th Street in Austin, Texas, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, J. Dwayne Anderson, CPA is dedicated to helping you achieve your financial goals. Trustworthy and professional, they are a go-to institution for all your accounting and finance needs.

Millan & Co., CPAs is a reputable institution located at 812 San Antonio Street in Austin, Texas. Specializing in accounting, finance, and real estate services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need assistance with tax preparation, financial planning, or real estate transactions, we are here to help. Trust Millan & Co., CPAs for all your financial needs in the Austin area.

Doug Gray CPA, CFP is a reputable accounting and finance institution located at 100 East Anderson Lane in Austin, Texas. With a team of highly qualified professionals, including certified public accountants and certified financial planners, we provide comprehensive financial services to individuals and businesses in the area. Our services include tax preparation, financial planning, investment management, and more. Whether you are looking for assistance with your personal finances or need help with your business accounting, Doug Gray CPA, CFP is here to help. Contact us today to schedule a consultation and take control of your financial future.

Located in Dallas, Texas, the Frazier Financial Group is a premier institution specializing in accounting and finance services. Led by Sidney Frazier, MBA, a QuickBooks Certified ProAdvisor, the institution aims to inspire, motivate, and build confidence within small business owners and independent professionals. With a focus on providing top-notch Accounting, Bookkeeping, Tax Planning & Preparation, and Business Consulting services, Frazier Financial Group is dedicated to helping clients "Discover the Financial Difference". Serving the DFW Metroplex and surrounding counties, the institution is committed to helping clients achieve their financial goals and success.

RB3 Financial Services is a trusted institution located at 13355 Noel Road in Dallas, Texas. With over 15 years of experience serving the DFW area, we offer personalized services to ensure you are getting the most out of your earnings. Our expert team provides fast and accurate computerized tax returns with free electronic filing. We also offer accounting, payroll, and bookkeeping support to replace your back office. At RB3 Financial Services, we go the extra mile to address your individual business needs and provide trustworthy services for document signings such as wills, trusts, and real estate deeds. Our bilingual staff is here to assist you in English and Spanish, whether it's writing or translating professional documents.

Manfreda & Associates is a leading financial consulting firm located at 7421 Cascade Court in Fort Worth, Texas. With a team of experienced professionals, we provide expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, our team is dedicated to providing personalized service and tailored strategies to meet your specific needs. Contact us today to schedule a consultation and take the first step towards financial success.

Black, John - JBA Financial Services is a reputable institution located at 101 Hurst Street in Center, Texas, United States. Specializing in finance, health, and insurance services, this agency is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. With a team of experienced professionals, Black, John - JBA Financial Services offers personalized solutions to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or healthcare options, this institution is here to assist you every step of the way. Trustworthy, reliable, and customer-focused, Black, John - JBA Financial Services is your go-to agency for all your financial needs.

PNC Private Bank, located at 700 Calder Avenue in Beaumont, Texas, is a trusted financial institution that provides personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors and wealth strategists, PNC Private Bank offers tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment management, estate planning, or retirement planning services, PNC Private Bank is committed to delivering exceptional service and expertise to meet your unique needs. Visit us today to learn more about how we can help you secure your financial future.

Exodus Financial Services is a leading finance institution located at 2117 Magnolia Avenue in Port Neches, Texas, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or manage your finances more effectively, Exodus Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Wathen, DeShong & Juncker, LLP (WDJ) is a full-service accounting firm located at 4140 Gladys Avenue, Beaumont, Texas, United States. Since 1968, WDJ has been dedicated to serving the needs of individuals and businesses in Southeast Texas. WDJ offers a wide range of services including accounting, audits, consulting, payroll, tax planning and preparation, and more. The firm employs a professional and friendly team approach to ensure accuracy, quality, and client satisfaction. Each engagement is overseen by a Partner or Manager, with team assignments ensuring that clients receive maximum value from staff expertise.

Jonathan Wyman, CPA, LLC is a reputable accounting and finance institution located at 3645 Calder Avenue in Beaumont, Texas, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Jonathan Wyman, CPA, LLC for accurate and reliable financial advice to help them achieve their goals.

The Dickerson Group-Wealth Advisors is a leading financial institution located at 4055 Dowlen Road in Beaumont, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to provide tailored solutions to meet your needs. Trust The Dickerson Group-Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Merrill Lynch Wealth Management, located at 7675 Folsom Drive in Beaumont, Texas, is a finance institution that offers personalized wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. They provide financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They collaborate with clients and their outside professionals, such as accountants and tax attorneys, to create personalized financial strategies that align with long-term objectives.

Alvarez Finette J is a health institution located at 811 South Washington Avenue in Marshall, Texas, United States. They offer a wide range of medical services and treatments to cater to the healthcare needs of the community. With a team of experienced healthcare professionals, Alvarez Finette J is dedicated to providing high-quality care and personalized treatment plans to ensure the well-being of their patients. Whether you are in need of routine check-ups, specialized medical care, or emergency services, Alvarez Finette J is committed to serving you with compassion and expertise.

Edward Jones - Financial Advisor: Aurelio Ortiz is a trusted financial institution located at 204 South Wellington Street in Marshall, Texas. As a dedicated financial advisor, Aurelio Ortiz provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Aurelio Ortiz is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Mick Leach, AAMS™ is a trusted financial institution located at 524 Sabine Street in Hemphill, Texas. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Mick Leach is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Mick Leach and his team are committed to providing personalized and tailored financial solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mick Leach, AAMS™ is your go-to destination for all your financial needs in Hemphill, Texas.

Joshua Cavett - Raymond James is a reputable finance institution located at 2925 Toccoa Road in Beaumont, Texas, United States. Specializing in investment management, financial planning, and wealth management services, this institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, Joshua Cavett - Raymond James provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution offers expert guidance and support to help you make informed financial decisions.

Edward Jones - Financial Advisor: Zane M Hoffpauir is a reputable finance institution located at 4347 Phelan Boulevard in Beaumont, Texas, United States. As a financial advisor, Zane M Hoffpauir provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Zane M Hoffpauir is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

The Heare Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 3450 Dowlen Road in Beaumont, Texas, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Whether you are planning for retirement, saving for education, or growing your wealth, The Heare Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Holistic Planning is a finance institution located at 777 East Austin Street in Nacogdoches, Texas, United States. At Holistic Planning, we offer sound fiduciary advice without any commissions. Our team of fiduciary advisors works closely with our CPAs to bring all aspects of your financial life together under one roof. Unlike other financial institutions, we do not have any proprietary products to sell. Our competitive advantage lies in our dedicated team of professionals who partner with you for life to continually refine and optimize your financial strategy. When you partner with Holistic Planning, you have access to our entire team who collaborates to deliver holistic advice in a way you never thought possible.