Forspan Klear LLP

Daniel Darmiento 

on Google

a month ago

I am a CPA Tax Specialist and have utilized this firms’ elder care services. Ms Forspan is highly knowledgeable in her field and has excellent interpersonal skills. She really cares about her clients. 

Jake Barone 

on Google

3 years ago

Elizabeth was incredibly knowledgeable and a phenomenal teacher for a pretty complex strategy involving a life estate, Medicaid Benefits, and step up basis for a real estate transfer. She was very patient and clear in educating my family on the laws regarding Medicaid, and the tax effects surrounding step up basis and date of death valuation. The outcome was a strategy the protected my uncles ability to qualify for Medicaid while avoiding near $1.5M in capital gains tax on a real estate asset. 5 out of 5 stars! Highly recomm... read more

Jake Barone 

on Google

3 years ago

Elizabeth was incredibly knowledgeable and a phenomenal teacher for a pretty complex strategy involving a life estate, Medicaid Benefits, and step up basis for a real estate transfer. She was very patient and clear in educating my family on the laws regarding Medicaid, and the tax effects surrounding step up basis and date of death valuation. The outcome was a strategy the protected my uncles ability to qualify for Medicaid while avoiding near $1.5M in capital gains tax on a real estate asset. 5 out of 5 stars! Highly recomm... read more