BWA Tips & Tidbits

February 2010 Newsletter

September 2009 Newsletter

May 2009 Newsletter

January 2009 Newsletter

February 2008

Please click here to read more about the Economic Stimulus Act of 2008

January 2008

Deanne Kalsow promoted  and BWA receives high marks in recent peer review. Please click here to read more »

September 2007

Buckner Wadsworth & Associates, LLP is proud to announce we received an unmodified opinion for our most recent American Society of CPAs peer review period. Please click here to read more. .


Tax Services at Buckner Wadsworth & Associates

Buckner Wadsworth & Associates, LLP offers a wide range of tax planning and compliance services for our clients.  We strongly believe in a proactive approach rather than a reactive one when managing tax issues.  Our staff stays abreast with current and proposed tax legislation and attends classes on the latest trends and developments in the tax world.  With our extensive knowledge and continuing education our goal is to minimize your current and future income tax liabilities. 

Income Tax Planning and Preparation

Planning and preparation go hand in hand and we can help you solve a wide variety of individual, business, trust and estate tax issues within the following entities:

  • Individuals
  • Corporations
  • S-Corporations
  • Limited Liability Companies
  • Partnerships
  • Trusts
  • Estates

Choice of Entity

The type of legal entity a business chooses to operate under can have a significant tax impact. We can help guide you through the many entities available:

  • Corporations
  • S-Corporations
  • Limited Liability Companies (including single member LLCs)
  • Partnerships (general and limited)
  • Sole proprietorship

Each has its own strengths and weaknesses, and based on your unique needs and concerns we can help identify which is best for you.


Estate and Gift Tax Planning

Proper estate planning can give you peace of mind and potentially save hundreds of thousands of dollars in estate tax. One size does not fit all and we can help you resolve your biggest concerns and provide for an orderly disposition of your estate to your heirs.
Some of the areas we can assist you in include:

  • Wills and probate
  • Living trusts
  • Life insurance trusts
  • Family limited partnerships
  • Succession planning and exit strategies for the business owner

This area is very dynamic and issues other than taxes must be considered. A knowledgeable and trusted advisor can make a big difference with your estate plan.