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Tax Payer Briefcase

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Dennis J. O’Brien, Springfield, IL email
David A. McDaniel, Indianapolis, IN email
David Sauerburger, St. Louis, MO email
Rick Tarro, Decatur, IL email
Richard A. Thompson, Naperville, IL email
Jennifer Wood, Rockford, IL email

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With more than 375 employees and seven offices, Sikich provides accounting, assurance, tax and consulting services to privately-held companies and their owners, governmental entities, and not-for-profit organizations. Sikich is a nationally ranked top 50 CPA firm, and one of the fastest growing regional firms in the Midwest. We deliver cost-effective, comprehensive, and progressive services along with personal, attentive service. In 2011, we received our eighth consecutive unmodified ("pass") peer review report. This is the highest level of recognition conferred upon a public accounting firm for its quality control systems.

Estate Planning Services

How you distribute what has taken a lifetime to achieve is a task that requires knowledge, expertise, and thoughtful consideration. At Sikich, our tax professionals are qualified to help you achieve all of your estate planning goals, whether your goal is to minimize estate and gift taxes, address the important succession planning issues that face family business owners, or to maximize the income and estate tax advantages of charitable giving.

We understand that estate planning can be a difficult subject to address. We also understand the devastating results that can occur when families don’t have an adequate plan in place. Sikich can design a comprehensive, personalized plan that will preserve your hard earned assets as well as enhance and protect your family’s future for generations to come. We take the time to walk you through the planning process, offering you the knowledge and expertise that it takes to help you make educated and informed decisions regarding the future of your estate.

Our Estate Planning Services Include:

• Structuring your estate to minimize estate and gift taxes

• Determining the proper use of trusts

• Developing individual plans for funding college education or retirement

• Valuing of your business for estate tax purposes

• Planning for the ownership succession for your business

• Creating and administering Family Limited Partnerships

• Preparing cash flow projections

• Transferring wealth among family members

• Structuring tax advantaged charitable giving