Services

2026 Estate Tax Planning: Exemptions, Gifting and Strategies | Millan + Co., CPAs - Austin, TX

Our Services

Proactive financial guidance for business owners, investors, and families with complex tax obligations.

Comprehensive Tax & Advisory Services

Tax Planning

Strategic Tax Planning & Legislative Architecture. The fiscal landscape of 2026 is defined by a critical divergence: while the One Big Beautiful Bill Act (OBBBA) has stabilized certain rates, the sunsetting of key Tax Cuts and Jobs Act (TCJA) provisions has reintroduced significant complexity into structural planning.

Tax Compliance

People invest time and money with tax professionals, attorneys, and CPAs to navigate the intricate tax system in the United States. Instead of trying to piece together services by various providers, when you work with Millan & Company, you receive an array of services under the same roof to help guide you.

Family Office

We provide the operational infrastructure required to bridge the gap between sophisticated legal design and the client's day-to-day execution.

Estate Tax Strategy

Principled Advice for Every Estate, from Traditional to Complex. At Millan + Co., we believe a secure legacy begins with a solid foundation.

Business Incorporation

When beginning a business, you must decide what form of business entity to establish. Your form of business determines which income tax return form you have to file.

International Tax

Serving expatriates, foreign investors, and multinational businesses with FIRPTA, FATCA, and cross-border compliance.

Remote Tax Advisory

Austin-Based, Global Reach. Our Remote Advisory framework bridges the gap between our Austin-based presence and the complex mobility requirements of modern tech, medical, and legal professionals.

Bookkeeping

We offer a full set of bookkeeping and payroll services that are tailored to your unique needs and strive to provide our clients with accurate record keeping so you can focus on your business.

Pricing

No pricing tiers available.

Frequently Asked Questions

Do I have to pay U.S. taxes on money I earn abroad?

Generally, yes. The U.S. taxes based on citizenship, not residency. This means your worldwide income is subject to taxation. However, we utilize tools like Foreign Tax Credits (FTC) and the Foreign Earned Income Exclusion (FEIE) to prevent double taxation.

What is 'trailing nexus' in a remote environment?

Trailing nexus occurs when a state continues to claim taxing authority even after physical relocation. This often manifests as the state claiming 'sourced income' on deferred compensation, stock options, or tail-end consulting fees.

How do you document 'Intent' over the 183-Day residency myth?

Successful transitions are built on verifiable intent. We help you document the shift in your 'Center of Vital Interests' (from professional affiliations to community involvement) to address the scrutiny of residency audits.

How do multi-state tax leakage and equity vesting intersect?

Tax leakage occurs when the same income is potentially taxed by two different jurisdictions due to conflicting residency definitions. We analyze the grant-to-vest period to establish a defensible break in residency.

What triggers a state residency audit?

Large income swings, changes in filing status, or maintaining property registration in the previous state are primary triggers. We focus on establishing a 'defensible break' by aligning your financial life with Texas exit requirements.

Contact us to see how we can help save you time and money as it relates to your business objectives.

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