Trusts, Foundations & Gift Taxes

Getting your financial affairs in order requires a solid plan.  A variety of trusts, elections or disclosures can minimize your tax liability, and ensure that your loved ones or charitable organizations retain the most possible.  There are qualified accountants at Brock and Company to assist you with the proper information to make your decisions.

We can help . . . 

  •  Keep you apprised of current laws
  •  Take advantage of opportunities that will benefit your plan
  •  Ensure governmental compliance
  •  Ease your anxieties over future finances for yourself and loved ones
  •  Plus much more . . . Please call a Brock Advisor    
                                   

Advisors and Planners:
Dave Temple           303.444.2971         dtemple@brockcpas.com
Susan Johnson        970.223.7855         sjohnson@brockcpas.com
Eric Christopher       303.444.2971         ericc@brockcpas.com
Dave Rossmann       303.776.2160         davidr@brockcpas.com