Gifting & Gift Taxes

Not only are estate taxes assessed at death, but gift taxes are assessed on the value of assets given away prior to death. We are available to assist in developing an appropriate plan to determine when and how gifting may be beneficial and we are available to prepare the necessary gift tax returns as well.

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Roy & Associates, PC serves clients in western Pennsylvania located predominantly in Westmoreland County, Allegheny County, and Fayette County.