St. Petersburg Tax Planning Attorney
Tax planning is not a DIY project. Anyone seeking to minimize their tax burden or reduce their taxable estate must be mindful of the complicated web of tax laws in the United States. At Fisher & Wilsey, P.A., our team of St. Petersburg tax planning attorneys have the experience clients need to put in place sound and legal tax strategies. Contact us to speak with a attorney.
Tax Planning Services for Families and Individuals
The tax code provides various ways for our clients to minimize and sometimes avoid taxes. However, one misstep can bring a team of auditors to your door and possibly raise the prospect of tax fraud.
Anyone hoping to engage in estate planning should have on their team a seasoned tax planning attorney who can:
- Advise on ways to reduce your tax burden and the burden on your heirs.
- Devise estate planning strategies with tax consequences in mind.
- Analyze the effect of multi-state taxation.
- Review the state of current tax law to ensure your plan complies with all regulations.
- Discuss your estate planning goals and review a current estate plan.
There are various ways to reduce a client’s taxable estate. Some strategies include charitable giving, irrevocable life insurance trusts, and other irrevocable trusts. Choosing the right option requires consideration of multiple factors, including your overall estate planning objectives and likely future changes to your estate or tax laws.
Protect Your Loved Ones
Taxes take a big bite out of some estates, draining away all the wealth you worked so hard to build for your loved ones. Many people are worried about leaving their families with a big tax bill after they die, which can create more headaches for children who are grieving.
Currently, the federal estate tax only kicks in at $13.99 million for individuals (as of 2025). Few estates will reach that size. Nonetheless, tax planning can benefit all sorts of people, even those with smaller estates, especially those engaged in:
- Business succession planning. Through strategic tax planning, you can reduce the tax burden on your business, increasing its value for your heirs and future investors. This is one way to ensure the long-term survival of your business.
- Charitable giving. Many people want to support a charity regardless of the tax benefit. We can discuss various ways to support a charity of your choice, while possibly providing income for loved ones as well.
An experienced tax planning attorney understands the fine line between lawful tax avoidance strategies and illegal tax evasion. Make sure your estate plan is on the right side of this line to protect your future and the legacy you leave.
Contact Fisher & Wilsey Today for a Consultation
The St. Petersburg tax planning attorneys at our firm have broad experience in estate planning and have worked with clients from many different backgrounds. If you want to discuss tax planning, reach out to our office. We can create an estate plan or possibly modify an existing plan to better align with changes in the tax code.
