TRUSTS & ESTATES

The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from assets that are hard to value and protect to changing federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues. 

At KDP, we understand that trust and estate matters can be sensitive and emotionally difficult. We take a pragmatic, multidisciplinary approach to addressing complex tax issues, bringing in colleagues from practices across the firm. We commit to understanding our clients’ philosophies and goals and strive to offer effective, client-centric counsel in these deeply personal matters.

Succession Planning

For private, owner-managed, or family-owned businesses, a solid succession plan can drive the growth of the business, reduce taxes, and set the stage for retirement. The long-term survival of a business, and the preservation of the wealth that has been built, will likely depend on strategic succession planning.

Business Valuation

A business valuation is key to determine the value of closely-held businesses, personal or family ownership interests and
professional practices. Our professionals use their specialized skills and knowledge of business and industry to provide insights that translates complex issues into opportunities for growth, sustainability and long-term advantage.

Wealth Management

More than traditional financial  services providers, we offer trusted advice that covers your entire financial  picture. Our all-encompassing approach to wealth management focuses as much on  tax planning as it does on providing holistic wealth management strategies.

Trusts & Estates

With a keen understanding of federal and state income, transfer, and estate taxes and intimate familiarity with traditional and cutting-edge techniques, we provide forward-looking estate, gift and tax planning that focuses on our clients’ financial, business and family needs.

OUR TRUSTS & ESTATES LEADERSHIP

Rory B. Tosh, CPA

Tax Partner

John Beall

Tax Director

Megan Kurz, CPA

Advisory Partner

Nancy J. Sash, CFP®, RICP®

Wealth Director

Carli Harvey, CPFA®

Wealth Partner

Jonsi Wangler, CPA

Valuation Manager

Mari Wruble, CVA, CBA

Senior Valuation Manager