Bruner-Cox LLP's tax experts can assist clients with the accumulation, protection and preservation of family assets. We educate our clients on issues related to wealth and strategic business planning, negotiating, complex tax planning and estate and gift taxation. Senior members of our tax team provide peace-of-mind to business owners or high-net worth individuals through services such as:

• Income, Gift & Estate Tax Services
• Charitable, Estate & Gift Planning
• Succession Planning
• Mergers & Acquisitions
• Retirement Planning
• Life Insurance Analysis Evaluation
• Investment Planning

Clients receive legislative updates, tax announcements and newsletter articles focused on helping you manage your finances. Annual seminars are also held to keep you up-to-date on governmental rulings and tax strategies.

We are members of the Institute of Estate Planning Advisors (IEPA), a national tax organization of trained professionals who concentrate their practices on providing tax planning and financial management services to businesses and individuals. 

For more information about our Wealth Management Services, please  contact Scott T. Warburton, CPA/PFS, Tax Partner at 330.497.2000.