We Handle the Tax Strategy Behind Your Estate Plan

Understanding the tax impact of each decision is a critical part of building a plan that works. Our team reviews your situation and explains how taxes apply to estate planning, including:

  • When and timing of asset transfers to family or heirs

  • Tax impact of trusts now and in the future

  • Charitable giving within your overall tax picture

  • Business ownership transitions and succession planning

  • Ongoing tax filings and reporting requirements

  • Retirement accounts and beneficiary designations

 
 
 
 

Estate Planning Simplified Through In-House Tax & Legal Coordination

Estate planning decisions have real tax consequences. When tax strategy and legal planning aren’t aligned, families and business owners face unnecessary taxes, compliance issues, and costly revisions later.

At Cooper CPA Group, we offer a coordinated estate planning package that brings tax strategy and legal execution together. Our CPAs work side-by-side with an in-house estate planning attorney, so your plan is built correctly from the start, financially and legally.

WHAT MAKES THIS DIFFERENT

 

Tax & Legal Handled Together

Your estate plan is developed with tax considerations and legal structure aligned from the beginning.

No Hand-Offs Between Firms

Your CPA team and estate planning attorney collaborate directly, eliminating the back-and-forth that often causes confusion or missed details.

Fewer Delays. Clearer Decisions.

A coordinated approach keeps the process moving efficiently and helps ensure your plan is done right the first time.

 
 

Meet Your Estate Planning Experts

 

GARY COOPER, Owner of Cooper CPA Group
Estate Planning Tax Expert

Gary Cooper, CPA, CVA, CMAP, CFrA, is the Founder and Managing Partner of Cooper CPA Group and brings more than 40 years of public accounting experience to the estate planning process. His work focuses on tax planning and compliance for individuals, business owners, and closely held companies, including the evaluation of asset structures, ownership arrangements, and long-term tax implications. Gary’s background includes experience at KPMG and executive roles within publicly traded companies, as well as extensive work supporting business succession and wealth transfer planning.

 
 

AARON BALL, Owner of Ball PLLC
Estate Planning Attorney

Aaron Ball is an experienced corporate and transactional attorney who advises business owners, entrepreneurs, and private companies on estate planning–related legal matters. He earned his J.D. and an LL.M. in Taxation and founded BALL PLLC in 2014. Aaron is licensed in Texas and the United Kingdom and works with clients on business succession planning, ownership transfers, and asset structuring as part of the estate planning process.

 
 

Connect with us

We genuinely value our clients and look forward to partnering with you on all your estate planning needs. Connect with us to discover how our team of advisors can support your next strategic move.