Retirement Planning

Are My Estate Planning Fees Deductible?

Yes. Services for tax advice and/or income producing property are fully deductible as an itemized deduction, subject to the 2% limitation. If tax and non-tax items are discussed with your CPA or lawyer, try to get an itemized bill segregating the tax and non-taxable components.

Note If you need professional help with "Retirement Planning" or have other tax questions, we can help you find a local licensed CPA for a free, no-obligation consultation.