protect your legacy

At Cooper CPA Group, we focus solely on the tax side of estate planning. We help you navigate the key tax implications to ensure your plan is structured wisely. Here are some of the tax situations we handle:

• Deductibility of Estate Planning Fees

• Assignment of Income and Charitable Contributions

• Trusts and Deductibility of Legal Fees

• Gift and Income Tax Implications

Interested in learning more? Take a look at the graphic below for a breakdown on what is included in a tax consultation.

Maximize your wealth

Our strong advisory services begin with proactive tax strategy. Our advisors evaluate your filings, assets, and current structure to identify hidden risks and opportunities. With Cooper CPA Group, you get a roadmap that keeps you compliant today and protected tomorrow.

TRUSTED connections

We’ll connect you with our trusted preferred partner, who collaborates closely with our deal team to ensure every step of your estate planning process is coordinated and efficient.

By working together, we simplify communication, reduce delays, and create a smooth experience from start to finish, making it easier for you to move forward with confidence and clarity.