Jeff Gonya helps high-net-worth individuals, families, fiduciaries, and charitable foundations with a wide range of estate planning, trust, and tax matters. Jeff manages the administration of estates and trusts of all sizes, and serves as trustee for many clients, counseling them and their families on financial, business, insurance, and charitable giving issues.
Jeff assists clients with tax minimization and succession planning strategies that preserve wealth for their heirs. He prepares estate, gift, and fiduciary income tax returns, and represents clients in tax court regarding audits and other tax-related matters. He has also negotiated and settled numerous matters with the Internal Revenue Service (IRS).