Driven to make your vision a reality.
Right by your side with whatever it takes.
Providing the information you need to succeed.
Helping to identify and embrace new opportunities.
Planning for the next stage of life.
Under the Tax Cuts and Jobs Act, the exclusion amount for taxable estates has doubled to $10 million indexed for inflation for 2018 through 2025. With this high exclusion amount, it is anticipated that few estates will be subject to the Federal estate tax. Perhaps it’s time to shift your thinking from the traditional approach of reducing the amount of a taxable estate to building basis.
NEW! Accounting Services:
Big Capabilities for Small Business
TeamDKB brings your small business big capabilities to help you better manage your personal and professional finance and accounting needs, including Controller and CFO Solutions, Outsourced Accounting Services, and QuickBooks Consulting and Web Hosting.
Meet Andrew Cogan...Financial Assurance Manager, Sports and Travel Enthusiast and the Buffalo Bills Biggest Fan!
While you may know Andrew as a Manager in our Financial Assurance Practice, you may not know that he loves going to Buffalo Bills games, hitting the greens, and spending time in the Village of Fairport with his wife, and their dog Annie.