Linn Thurber provides a broad array of services to individuals and families, including tax planning and compliance, trust and estate administration, family office services, and estate and gift tax planning.
Tax Compliance and Planning
Linn Thurber provides specialized tax services for international tax and wealth issues facing today’s increasing population of global high net worth individuals and families, including:
- Tax return preparation and identifying tax planning opportunities and projections
- Income tax planning for international individuals and families
- Representation and support in IRS or state tax audits
- Charitable foundation management and reporting and integration of charitable gift planning
Trust and Estate Administration
Linn Thurber provides comprehensive fiduciary compliance and consulting services to families and individuals, including:
- Tax compliance for trusts, estates and foundations, as well as trust and estate administration
- Assistance with structuring trusts and foundations as part of overall wealth transfer planning
- Consultation on transactional planning for trusts and estates
- Domestic and international fiduciary planning
- Estate, trust and fiduciary consulting services
Family Office Services
Linn Thurber works with family offices to facilitate their tax and compliance needs, including:
- Tax return preparation
- Tax planning and compliance for trusts and associated entities
- Assistance with charitable foundation management and reporting
Estate and Gift Tax Planning
Linn Thurber works to identify and solve financial and family issues involved in preserving, maximizing and transferring wealth among generations, including:
- Gift and estate tax returns preparation
- Wealth preservation
- Multiple-generation planning
