Whether it’s ensuring proper transfer of assets in a comprehensive estate plan or developing an orderly and effective business succession plan, Brady Ware’s trusted advisors deliver personalized plans to fit your unique environment.
Our team works with your legal advisors and handles numerous private individuals as well as owners of small businesses to minimize income, estate and gift taxes. Beyond planning and advisory services, Brady Ware provides tax compliance for trusts, estates and gifts.
We understand the complexity of estate planning and how to save thousands of dollars in court fees and estate taxes while ensuring your loved ones are provided for. To manage this process, we work in collaboration with your team of advisors – legal, insurance, investment management and family members – to develop an integrated estate plan—one that minimizes your estate taxes while providing for your beneficiaries in the way you desire.
Our tax and finance experts help you:
Brady Ware assists entrepreneurs, business owners, and high-net worth individuals and their families with strategic tax planning and compliance. Ever-changing tax laws have become cumbersome to navigate alone. Our advisors help capitalize on opportunities to minimize your tax liability. You have put tremendous effort into growing and maintaining your wealth. Our goal is to help you manage, preserve, and transition your wealth, so you can enjoy life’s pursuits now and in the future.
We help with:
We commonly work with:
For many business owners, transitioning a company to a new owner can be one of the toughest challenges they face. How can you best position your business to sell? How can you ensure its ongoing operational success? If you sell, can you afford to retire? Should you transfer the business to a family member? If so, how can you minimize estate taxes?
We help navigate these challenges and develop a solid plan for business succession — one that addresses ownership succession, management succession, and leadership development, all while meeting your personal retirement goals.
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.