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    • Closely Held Businesses
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      • Affordable Housing
      • Commercial Real Estate
      • Tax Credits and Incentives
        • Historic Tax Credits
        • Low-Income Housing Tax Credits
  • Services
    • Accounting Services
      • Outsourced Accounting Services
      • Bookkeeping
      • Training and Consulting
      • Accounting System Consulting
    • Assurance
      • Audit, Review, Compilation
      • Agreed-Upon Procedures
      • Employee Benefit Plans
    • Consulting Services
      • Internal Controls
      • Management Assistance
    • Tax
      • Business Tax
      • Individual Tax
      • State and Local Tax
      • Estate and Trust Planning
      • Business Valuation
    • Mahoney Development Services, LLC
  • Resources
    • Accounting and Tax Resources
    • Real Estate Resources
      • REST Easy with Mahoney December 2022
      • REST Easy with Mahoney October 2022
      • REST Easy with Mahoney July 2022
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  • About Us
  • Our Team
    • Leadership
    • Company Directory
  • Industries
    • Closely Held Businesses
    • Not-For-Profits
    • Real Estate
      • Affordable Housing
      • Commercial Real Estate
      • Tax Credits and Incentives
        • Historic Tax Credits
        • Low-Income Housing Tax Credits
  • Services
    • Accounting Services
      • Outsourced Accounting Services
      • Bookkeeping
      • Training and Consulting
      • Accounting System Consulting
    • Assurance
      • Audit, Review, Compilation
      • Agreed-Upon Procedures
      • Employee Benefit Plans
    • Consulting Services
      • Internal Controls
      • Management Assistance
    • Tax
      • Business Tax
      • Individual Tax
      • State and Local Tax
      • Estate and Trust Planning
      • Business Valuation
    • Mahoney Development Services, LLC
  • Resources
    • Accounting and Tax Resources
    • Real Estate Resources
      • REST Easy with Mahoney December 2022
      • REST Easy with Mahoney October 2022
      • REST Easy with Mahoney July 2022
    • Blog
    • Peer Review
  • Careers
    • DEIB/Community
    • Current Openings
    • Internships
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Estate and Trust Planning

Estate and trust planning supports financial security for your family and business, and also alleviates any unnecessary stress related to the transfer of assets.

Our team is here to help navigate the complex and ever-changing tax laws to better facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone and every business should have a plan in place to distribute the assets left in one’s estate in case of a sudden loss. We can help you navigate the estate and business succession planning process through careful analysis of your accounting and finance information.

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Contact our team of CPAs to start your estate or business succession planning today.

INDUSTRIES

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ADDRESS

10 River Park Plaza, Suite 800
Saint Paul, MN 55107
(651) 227.6695
Fax: (651) 227.9796
info@mahoneycpa.com

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