Protecting Your Wealth for Generations

Copeland Buhl has been guiding high-net-worth individuals and families in managing and growing generational wealth since 1971. We take a sensitive, caring approach to working with family members across generations. As a result, you can rest comfortably, confident that structures are in place that align with the future you envision.

Fiduciary Income Tax and Estate Planning

We want you to have peace of mind, knowing that your legacy will be preserved in the most tax-efficient way possible. Working seamlessly with your trusted team of legal, insurance, and wealth management advisors, we guide you through the process of trust, estate, and gift tax planning and compliance, ensuring you understand all the financial implications and tax impacts of your plans. Our fiduciary tax services extend beyond mere compliance. While we can’t decide how your trust, estate and gifts should be divided, we will help you know that everything is in order for the future you envision.

The complexities of trust, estate, and gift tax returns demand meticulous attention to detail. We understand the nuances of each tax type and ensure accurate and timely filing of all trust, estate, and gift tax forms. By staying up-to-date with evolving tax laws and regulations, we help protect you from the costly consequences of incorrect reporting.

We’ve built Copeland Buhl to be the CPA firm for your life and your legacy.