Valuation & Tax Compliance
We deliver precise valuations to support estate planning, gifting strategies, and regulatory compliance, ensuring your tax positions are defensible and aligned with IRS standards.
Tax Services
Atherton & Associates delivers personalized, forward-thinking tax strategies rooted in decades of experience. Our approach honors tried-and-true compliance standards while embracing proactive planning aligned with the latest federal and state tax legislation—ensuring you’re never caught off guard.
Tax Planning and Compliance
From individuals to complex corporate structures, we provide year-round planning and precise tax compliance. Our team stays ahead of evolving regulations—such as recent expansions to deduction thresholds and income exclusions—ensuring you take full advantage of every allowable benefit while staying fully compliant.
Tax Controversy & Dispute Resolution
When the IRS or state authorities come calling, we’re ready. Our professionals represent clients in audits, appeals, and dispute resolution—ensuring you’re protected and prepared. With new reporting complexities introduced under recent legislation, guidance is more important than ever.
International Tax
Operating globally? We help reduce double taxation risk, optimize foreign tax credits, and ensure compliance with international disclosure requirements. With expanded thresholds and exemptions now in effect, this is a critical time for cross-border planning.
State & Local Tax
The SALT deduction limit is $40,000 through 2029, then reverts to $10,000. These rules affect taxpayers differently depending on income and location.
Tax Structuring & Entity Optimization
Whether you’re launching a new business or reassessing an established structure, entity selection affects everything from liability to long-term tax outcomes. Our team brings clarity around evolving tax code updates—such as extended qualified small business stock exclusions, revised AMT thresholds, and expanded QBI deductions.
Estates and Trust Planning and Preparation
We help individuals, families, and fiduciaries develop and execute thoughtful estate plans that align with both their goals and current tax law. With the recent increases to lifetime exemptions and refined generation-skipping transfer rules, now is the time to revisit your estate structure and trust allocations.
Preparing an Estate Plan
Preparing an estate plan can be difficult, and each step of the process can be complicated in its own way. Getting an estate plan ready
Fiduciary Accounting
Fiduciary accounting is, in short, a comprehensive report that analyzes a time period in the life of a trust, estate, or conservatorship. It can also
Estate & Trust Administration
Estate and trust administration involves the management of trust property in accordance with the terms laid out in the trust document. There are a number
Trust Planning and Charitable Gifting
While planning your trust, you can choose to distribute money to any number of qualified charitable organizations either in your will or over the course
Tailored for Your Industry
Our tax solutions are not one-size-fits-all. We understand the unique challenges of your sector and tailor our approach accordingly:
- Technology & Startups: Equity planning, R&D credit maximization, QSBS optimization
- Healthcare & Professional Services: Pass-through efficiency, HSA planning, compensation structuring
- Construction & Real Estate: Depreciation strategies, cost segregation, state tax exposure
- Agribusiness & Wine Industry: Ag exemptions, fuel tax credits, and succession planning
- Education & Nonprofits: Unrelated business income (UBI), compliance with new charitable standards
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Frequently Asked Questions
Frequently Asked Questions
Should I restructure my entity in light of recent tax law changes?
Possibly. Changes to the QBI deduction, AMT exemption levels, and fringe benefit rules could impact your structure’s efficiency. Let us model the impact.
Are there new deductions for working individuals or retirees?
Yes. Adjustments include increased deduction thresholds for items like overtime and certain retirement income. These may offer more relief if structured properly.
When should I revisit my estate plan?
Now. Expanded exemptions and shifting federal thresholds for estate and gift taxes offer planning windows that may not last.
What industries benefit most from the latest tax updates?
All industries are impacted, but those with high capital investment, pass-through income, or multistate activity may benefit most.
Let’s Build a Better Tax Plan
The tax code is shifting—again. But your strategy shouldn’t wait to adapt. Our experts stand ready to help you stay compliant, lower liabilities, and position for long-term financial health.