Estate, Gifting, and Retirement Planning

Estate, Gifting, and Retirement Planning2019-01-24T15:41:19+00:00

Estate, Gifting and Retirement Planning

At McBee & Co., PC, our tax professionals work closely with our clients to ensure that their Estate, Gifting, and Retirement plan take advantage of all current tax laws.

Tax planning is essential for high net worth individuals. Without a carefully-developed tax strategy, high net worth investors run the risk of missing out on key tax benefits that can reduce their overall tax burdens today and through retirement. A higher tax liability can diminish the value of your investment earnings over the long term.

Contact us to learn more about our estate, gifting and retirement planning services today.

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718 Paulus Avenue, Dallas, TX 75214

Phone: 214.823.3500

Fax: 214.823.0707

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1858 E KELLER PKWY, STE B, KELLER, TX 76248

Phone: 817-482-6002

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