— Tax Services
Estate Tax in Atlanta
Managing estate tax in Atlanta requires a skilled and experienced team—and that’s where Presti & Naegele comes in. With more than 40 years in the accounting field, we deliver estate tax services that help safeguard wealth, maintain compliance, and reduce stress during challenging times. Whether you’re planning your own estate or administering one after a loss, we help make the process clearer and more manageable. From the BeltLine trails to the historic charm of Inman Park, we understand what makes Atlanta a city full of character—and we serve its residents with that same attention to detail.
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Estate Tax Services
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
What Is the Meaning of Estate Tax?
Estate tax is a federal tax that applies to the total value of someone’s estate when they pass away. This includes real estate, financial accounts, business interests, and personal property—collectively known as the “gross estate” by the IRS. At Presti & Naegele, we assist clients throughout Atlanta in determining what falls under this definition, how values are calculated, and how to minimize estate tax liabilities with effective planning.
In Atlanta, our estate tax services include reviewing all assets, calculating deductions, and filing federal estate tax returns accurately. We collaborate with family members, trustees, and executors to ensure a smooth and compliant process from start to finish.
Do You Have to Pay Taxes on Money Given to You When Someone Dies?
Heirs in Atlanta typically don’t pay tax on inherited property—but there are exceptions. For instance, inherited IRAs or other tax-deferred retirement accounts may create tax consequences. On top of that, estates may still face federal and possibly state tax responsibilities before anything is distributed.
Presti & Naegele provides clear, strategic guidance to Atlanta clients dealing with these complexities. Our team breaks down what is taxable and uncovers legitimate ways to reduce what’s owed. We also handle all the paperwork and reporting required by the IRS and Georgia’s tax authorities to ensure your family receives their inheritance with minimal complications.
Proudly Serving All Over the U.S.
Why Estate Tax Services Matter More Than Ever
Estate tax planning isn’t just financial—it’s deeply personal. At Presti & Naegele, we understand that settling an estate in Atlanta involves more than just numbers. That’s why our team offers compassionate, clear guidance alongside precise tax expertise.
Here’s how we support Atlanta clients with estate tax needs:
✔ Prevent costly errors by ensuring complete and accurate filings.
✔ Ease emotional and administrative strain on your family.
✔ Find legitimate deductions and planning tactics to lower tax impact.
✔ Maintain full compliance with IRS rules for added peace of mind.
Who Benefits Most from Estate Tax Services?
Our estate tax services in Atlanta are designed for:
✔ High-net-worth individuals who want to plan ahead and protect their estate.
✔ Executors and trustees handling estates with complex financial holdings.
✔ Families committed to preserving a loved one’s legacy.
✔ Attorneys and financial consultants looking for a reliable CPA partner.
Whether you’re just starting the estate planning process or managing one in progress, Presti & Naegele brings clarity and professionalism to every Atlanta case.
Long-Term Value That Extends Beyond the Estate
What sets Presti & Naegele apart is our ability to provide value long after the estate is settled. From helping families establish trusts and gifting strategies to advising on succession planning, our firm becomes a financial ally for life. Our insights and services go beyond estate tax—they build enduring financial resilience.
Why Choose Presti & Naegele for Estate Tax Services?
At Presti & Naegele, we approach estate tax work in Atlanta with the perfect blend of technical precision and personalized care. Clients choose us because we deliver results with integrity.
✔ Over four decades of estate tax experience and regulatory knowledge.
✔ Personalized service from CPAs who understand the needs of Atlanta families.
✔ Smart, forward-focused strategies that lower liabilities and protect wealth.
✔ Full-service capabilities—from valuations and forensic work to advisory support.
With Presti & Naegele, estate tax isn’t just a formality—it’s a key part of securing your financial legacy in Atlanta.
Frequently Asked Questions About Estate Tax
How is estate tax calculated?
Estate tax is calculated based on the gross estate value, which includes all assets you own or control at the time of your death. This value is reduced by allowable deductions such as debts, funeral expenses, and charitable contributions. The resulting taxable estate is then assessed at the current federal estate tax rate. Our team ensures all possible deductions are accurately accounted for to reduce your estate tax liability.
What is the federal estate tax exemption?
As of 2025, the federal estate tax exemption allows individuals to transfer a certain amount—over $13 million tax-free—to heirs before estate tax applies. Married couples can often double this amount. Presti & Naegele helps you plan within these thresholds and recommends gifting strategies and trusts to optimize your exemption usage.
Is there a difference between inheritance tax and estate tax?
Yes. Estate tax is levied on the deceased’s estate before distribution to heirs, while inheritance tax is imposed on the beneficiaries after they receive their inheritance. New York does not have an inheritance tax, but understanding state and federal differences is essential. We guide you through both, ensuring full compliance and strategic planning.
What happens if an estate tax return is filed late?
Filing late can result in substantial penalties and interest. Executors are legally responsible for timely submission, which is why engaging an experienced accounting firm like Presti & Naegele is crucial. We meet all deadlines, handle extensions when necessary, and protect you from unnecessary penalties.
Can estate taxes be reduced or avoided?
Yes—through effective planning. Options include gifting during your lifetime, setting up trusts, charitable contributions, and leveraging the marital deduction. Our CPAs craft personalized strategies to significantly reduce estate tax exposure and preserve more of your legacy for future generations.
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Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
