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Keep More of What You Make,

to Create a Lasting Legacy

Individual & Family Tax Services

LGA’s Family, Estate, and Financial tax group is sought after by business owners, high-net-worth individuals, and multi-generation affluent families for sophisticated tax planning strategies. This is because our clients’ goals become our own, so we collaborate year-round with financial advisors and estate attorneys to proactively create an integrated strategy for wealth accumulation, generational transfer, and charitable giving. 
Family Estate and Fiduciary Group
Tax Compliance and Planning for:

Individuals and Families

Tax planning is most effective when the tax filer and their CPA have a relationship and year-round communication about investments, assets, real estate, and other life events. In addition, it’s important that we collaborate with your attorneys and financial advisors so that the full range of objectives and risk factors can be considered. Guidance from your full team can lead to reducing and deferring current and future taxes which maximizes available cash for long-range financial strategies such as investments, education funding, retirement planning, gifting, charitable giving, and long-term care.

Estates and Trusts

When a person passes, the last thing a family in mourning wants to deal with is the financial aspect of tending to their loved one’s affairs. At LGA, we’re relationship focused, often cited as mentors and friends by clients, so clients trust us for step-by-step guidance through the estate tax process including estate tax returns and fiduciary income tax returns. We work closely with attorneys and personal representatives to identify the estate’s assets, pay debts, and distribute assets in accordance with the will to close out the estate.

Gift Tax

Affluent families often use gifting as a way to help their future generations during their lifetimes. LGA is well versed in all aspects of this tax planning strategy and can help you with gift tax planning and compliance to maximize the amount you can pass on to your beneficiaries free of federal gift taxes.

IRS and State Representation

Please exercise caution when communicating with someone claiming to be from the IRS or state agencies as there is a considerable amount of fraud in this area.  If you need help with a legitimate IRS or state tax notice or audit, LGA can help.  Our tax professionals have decades of experience working with these regulatory agencies to resolve notices and audits stemming from a variety of causes, whether due to taxpayer oversight or neglect, or improper assessments due to the lack of substantiation or explanation.  We can file amended tax returns as necessary and even assist non-filers to become current through the filing of prior year tax returns. Let our team represent you and communicate with the IRS or state agency on your behalf.

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Why Do Attorneys Refer their Clients to LGA?
Jessie M. Glidden Brescher
Esquire, Glidden & Brescher, PC

“Marci Cohen is a joy to work with, and I find the LGA team to be prompt, responsive, and thorough.”

Despina Kyriakidis
Attorney/Partner, Gosselin & Kyriakidis PC

“For years, we have been recommending Marci Cohen and the team at LGA to all of our clients for their tax needs.  They are competent, responsive, and always exceeding our expectations and those of our clients.”

Individual and Family Tax Resources

Family, Estate, and Fiduciary Tax Leader

Marci Cohen

Marci brings over 30 years of experience in individual and entity tax planning and compliance, representing clients before both federal and state audit and appeals agencies. The focus of Marci’s practice is high net worth individuals with complex reporting and planning needs, as well as, their associated trusts, estates, and entities, including partnerships and LLCs. Marci serves as a trusted advisor to many families, individuals, and owner-managed businesses.
Marci's Full Bio & Contact
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