Estate Planning
You spend your life building your legacy – one that you’d like to see passed down to the next generation of your loved ones when the time comes. So it’s important to safeguard that legacy from excessive taxes, legal entanglements and other complications.
This is estate planning. And it doesn’t have to wait, even if retirement, remarriage or other later-in-life changes aren’t in sight for you just yet. An outdated trust or unresolved issues can make a sensitive time even more difficult.
By starting now, you can relax knowing that the details are ironed out and your family is in good hands.
Efficiency… and Empathy
At James Moore, we understand that estate planning isn’t just about dividing assets. It’s about understanding your life and your relationships with loved ones. Through the long-term relationship your CPA develops with you, we can better understand the nuances of your family dynamics – allowing us to balance the emotions at hand with the complexities of tax laws, business valuations, strengths and weaknesses of your beneficiaries, and other important details.
The CPA professionals at James Moore have helped families make sense of estate planning since 1964. We work with your financial advisory, attorney and other professionals by contributing our expertise in the constantly-changing tax codes, valuation discounts, credits, deductions and more. With this team approach, we’ll help you get – and give – the most out of your estate.
Be it your home, your business, investments or other assets, we’ll ensure that your legacy is handled as you and your family wish.
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Margo Cook, CPA
Partner
A certified public accountant in the state of Florida and a Partner with James Moore, Margo has over 35 years of experience providing tax services to a large number of clients. She serves businesses, individuals, and estates by analyzing and planning for the impact of new tax developments specific to them, as well as resolving IRS issues and compliance filing requirements. Margo is considered an authority on tax matters and has taught classes concerning advanced tax issues for accountants within the firm.
Margo particularly enjoys helping small businesses get started and succeed; her ability to maximize value for her clients is complimented by her skill in assisting with due diligence and strategic planning. Margo educates them on running their business from a bookkeeping and planning standpoint. She also performs a great deal of correspondence with the IRS on her clients’ behalf, helping them with concerns before they become larger issues.
Outside of the firm, Margo is a frequent speaker for community organizations and professional associations, for whom she addresses tax-related topics. She also volunteers as a Reading Pal at Terwillegar Elementary School through the United Way.
Mary Walsh, CPA
Partner
With nearly 40 years of professional tax experience, Mary serves as a go-to resource for some of the most complicated tax issues that come to our firm. Her keen understanding of tax and financial concepts, along with her extensive experience, have enabled her to provide her clients with superior tax, estate tax and business succession planning ideas. She is considered a crucial resource for the firm in all general tax, estate and trust issues.
Mary’s strength is in analyzing the impact of new tax developments specific to individuals, small business, estates and trusts. She also holds considerable experience in providing quality control to personal, fiduciary, and business income tax returns. As a partner with James Moore, Mary is also responsible for problem solving, researching tax laws and preparing tax memorandums on technical issues.
Outside of the office, Mary is often asked to share her expertise with trade and professional associations in North Central Florida. She has also been the treasurer of the North Central Florida Estate Planning Council for over fifteen years.