Estate and Trust Planning Services

Services

Schedule a Free Consultation for Your Business Today!

763.367.7300

Strategic Estate Planning

Creating a secure financial future for your loved ones requires foresight, knowledge, and planning. Our experienced tax specialists work closely with you and your fiduciary representatives to determine the best course of action to protect your estate and develop a strategic transfer of wealth to your beneficiaries. We specialize in estate and wealth transfer and will create a customized plan based on your short- and long-term goals.

Our Estate and Trust Planning Services Include:

  • Estate and trust planning
  • Succession planning strategies
  • Gift tax return compliance services
  • Life insurance planning
  • Charitable giving strategies
  • Evaluation of trust options
Our Process

At Barton, Walter & Krier, we’re passionate about creating value for all our clients.

How We're Different
Client Testimonials

What Our Clients Are Saying

– Dave Gonyea, President of Gonyea Homes & Remodeling

Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.

– Kent Eveland, President of Scamp Trailers

The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.

– Frank Pichelman, President of Ardel Engineering & Manufacturing, Inc. Adrel Engineering & Manufacturing, Inc.

Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.

– Michael Kohler, President Milestone Systems, Inc.

BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, “Big fish in a small pond” type of feel, that we just wouldn’t get from those same Big Name firms.”

View All Testimonials
Industry-Specific Knowledge

We Focus On Industry Trends So You Can Focus On Your Business

Your industry is unique, with its own set of challenges and requirements for success. That’s why a one-size-fits-all approach usually doesn’t work in today’s volatile economic environment.

Our expertise and tailored, hands-on services help leverage your core competencies and resources so your business stays on track every step of the way.

Manufacturing

The manufacturing industry faces a litany of challenges that require strategic planning, acute insight, and operational expertise. We can provide innovative, tailored accounting and assurance solutions.

Real Estate / Land Developers

We manage key-market drivers, such as interest rates, labor shortages, and government regulation to assist real estate clients with both short and long-term goals in this highly competitive industry.

Construction

Construction professionals face a unique set of opportunities and challenges. Working with a tax specialist who understands your business’s goals and desired outcomes is the first step toward profitability, growth and long-term financial success.

Professional Services

As a services professional, ensuring your business stays financially sound and profitable is crucial for long-term growth. We can help your business navigate the complexities of the healthcare, legal and technology industries.

Distribution

Navigating the ever-changing economic landscape can be challenging for many distributors and logistics professionals. Our experienced team of CPAs and tax specialists can help address your specific needs and keep your business moving forward.

ERISA

We offer comprehensive audit, tax preparation and advisory services across the entire retirement plan spectrum to help you meet the challenges of today’s ever-changing regulatory landscape and reporting with the Department of Labor.
What Makes BWK Different

Personalized Attention and Innovative, Value-Added Solutions

Unparallelled Team

Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.

Proven Process

We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.

BWK Values

  • Integrity
  • Quality
  • Relationships
  • Collaborative
  • Growth-Oriented
  • Proactive
  • Solution Providers

Schedule a FREE Consultation for your business today!