Bruce F. Ferry |
Bruce F. Ferry, MS-TAX, CPA [Partner] Bruce is a tax partner with the firm and has a wide range of professional knowledge in both income tax and accounting. Specializing in trusts and estates, Bruce advises clients on a variety of estate-planning strategies designed to minimize the impact of income, gift, and estate tax consequences, and to maximize personal financial security. To effectively reduce the size of the clients’ taxable estate, Bruce considers both tax and non-tax issues and utilizes a variety of tax saving techniques and tools such as Family Limited Partnerships (FLPs), Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), Grantor Retained Annuity Trusts (GRATs), irrevocable trusts, Limited Liability Companies (LLCs), charitable giving, Qualified Personal Residence Trusts (QPRTs), revocable trusts, and wills. As part of the process of defining a client’s long-term financial goals, Bruce devises tax-saving alternatives to existing estate plans, presents options to fund the education of children and grandchildren, develops gifting programs, and works closely with clients’ other professional advisors. Bruce holds an undergraduate degree in business economics from the
Smith, Lange & Phillips LLP
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