Sackrider & Company, Certified Public Accountants
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    • Business Succession Planning
    • Business Tax Services
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    • Certified Quickbooks ProAdvisors
    • Estate Planning
    • Fraud Examinations
    • Individual Tax Services
    • Information Technology Services
    • Payroll & Sales Tax Services
  • Firm & Staff
    • Contact Us
    • Meet Our Staff >
      • Partners >
        • Jerome Case, CPA
        • Eleanor M. Caldwell, CPA
        • T. Ryan Falconbury, CPA, CVA, ABV
        • Jeffrey H. Fisher, CPA
        • Jane Hadley, CPA, CFE
        • Jennifer L. Jones, CPA
        • Alan J. Kassis, CPA
        • Craig A. Todd, CPA
      • Professional Staff >
        • Dawn Akers
        • Sarah Boone
        • Ryan Bose
        • Kolten Chastain
        • Earl Elliott, CPA
        • Brett Glendening
        • Cynthia K. Hart
        • Michelle Hein
        • Hunter James
        • Cara J. Johnson
        • Andriy Lekhnyak
        • Elaine Milner
        • Derrick Mishler
        • Ricky Pemberton
        • Jayda Shafer
        • Cody Steele, CPA
      • Support Staff >
        • Tammy L. Donovan
        • Cindy Maxwell
        • Lesley Rowe
    • History of The Firm
  • Newsletter
    • Summary of Emergency Paid Leave Legislation
    • INFORMATION REGARDING COVID-19 RELATED SBA LOANS
    • Payment Protection Program Loans - Forgiveness Summary
    • HHS Stimulus Payments for Healthcare Providers
    • Expanded Unemployment Benefits
    • Newsletter Articles
  • LINKS
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Estate Planning

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.          

Estate and Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


  • Home
  • Industries
    • Agribusiness
    • Construction/ Contractors
    • Restaurants
    • Employee Benefit Plans
    • Not-for-Profits
  • Services
    • Accounting, Bookkeeping & Controller Services
    • Audit & Assurance
    • Business Succession Planning
    • Business Tax Services
    • Business Valuations
    • Certified Quickbooks ProAdvisors
    • Estate Planning
    • Fraud Examinations
    • Individual Tax Services
    • Information Technology Services
    • Payroll & Sales Tax Services
  • Firm & Staff
    • Contact Us
    • Meet Our Staff >
      • Partners >
        • Jerome Case, CPA
        • Eleanor M. Caldwell, CPA
        • T. Ryan Falconbury, CPA, CVA, ABV
        • Jeffrey H. Fisher, CPA
        • Jane Hadley, CPA, CFE
        • Jennifer L. Jones, CPA
        • Alan J. Kassis, CPA
        • Craig A. Todd, CPA
      • Professional Staff >
        • Dawn Akers
        • Sarah Boone
        • Ryan Bose
        • Kolten Chastain
        • Earl Elliott, CPA
        • Brett Glendening
        • Cynthia K. Hart
        • Michelle Hein
        • Hunter James
        • Cara J. Johnson
        • Andriy Lekhnyak
        • Elaine Milner
        • Derrick Mishler
        • Ricky Pemberton
        • Jayda Shafer
        • Cody Steele, CPA
      • Support Staff >
        • Tammy L. Donovan
        • Cindy Maxwell
        • Lesley Rowe
    • History of The Firm
  • Newsletter
    • Summary of Emergency Paid Leave Legislation
    • INFORMATION REGARDING COVID-19 RELATED SBA LOANS
    • Payment Protection Program Loans - Forgiveness Summary
    • HHS Stimulus Payments for Healthcare Providers
    • Expanded Unemployment Benefits
    • Newsletter Articles
  • LINKS