Gift, Trust, & Estate Tax Services

Preserving wealth is one challenge. Passing it on with care, confidence, and tax efficiency is another. Springline helps high-net-worth individuals, families, fiduciaries, and business owners make thoughtful decisions that protect legacy, support strategic giving, and reduce unnecessary transfer tax exposure.
Event | May 3-6, 2026
Hear our CEO, Tim Brackney speak at BDO Evolve ⟶
Webinar | April 10, 2025
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Where Near-Term Strategy Meets Long-Term Legacy

Gift, trust, and estate tax planning is rarely just about documents or deadlines. It’s about making sure your wishes are clear, your family is protected, your giving reflects your values, and the transfer of wealth happens with fewer surprises and less avoidable tax drag. For business owners, it’s also about continuity — how ownership transitions, how cash flow holds up, and how the business's legacy fits with the family's legacy.

We help clients bring more structure, clarity, and coordination to wealth transfer planning, fiduciary matters, and strategic giving. From trust and estate filings to succession-related planning, gifting strategies, and coordination with attorneys, investment advisors, and family office teams, we help keep the tax side aligned with the bigger picture. Built for the middle market, our model combines national-scale capability with partner-level attention and guidance that stays personal, practical, and close to the decisions that matter today, and in the future.

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Planning for Tomorrow, Today

Right now, families, fiduciaries, and business owners are navigating a mix of new laws, valuation questions, succession issues, and giving decisions that all benefit from earlier planning.

In Their Own Words

Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.

The team at Springline is outstanding, which is why I have worked with them over the last five years. They are extremely knowledgeable and always reply quickly to any questions. In addition, they always provide a very quick turnaround on the reports we need to keep moving forward. The team has truly been five-star teammates!

Jim Kelly | Community National Bank

We know when working with the Springline team that we don’t have to worry. They know all the questions to ask and create a seamless process for everyone. I love working with such an experienced, competent and creative team. Their team members are focused, they’re experts, and they’re willing to think outside the box.

Kristen McSparren | Heritage Consulting Group

Without the credits we earned thanks to the team at Springline, this project would not have happened — hands down, bar none. Because of these tax credits, there are a lot of beautiful buildings across the state that are being saved.

Andrew Brain | Brain Group/ Park 39 Campus

The Springline team has been fantastic. They are responsive, knowledgeable, and help us through taxes making it simple for us. They have been very valuable and are very easy to work with!

Kevin Cavanaugh | JAGR Management LLC

The Springline team knows our operations and our business very well. The service they provide is very closely aligned with our expectations and values. It’s a really good partnership that has been built over decades.

Pete Jaeger | Endress+Hauser USA Holding, Inc.

The team at Springline is always available to take calls and discuss complicated tax and accounting questions. I have been pleased with the overall competence and professionalism of the team I work with.

David Erisman | ERISYS LLC

The Springline team is always amazing in terms of responses, turnaround time, and professionalism while being friendly and personable — something I’ve found to be rare in an accounting firm. Tax season is a breeze with Springline in my corner!

Sandra Martini | Martini Way, LLC

Our Springline team is just that, a TEAM!! We are extremely happy with the communication throughout every project we have with Springline, the thoroughness and completeness of the team’s work is unmatched, resulting in an amazing final product to us the customer!

Tyler Miller | Legacy View Investments

Our Springline team has been very responsive to our expanding needs. They can do simple just fine, but then they kicked into higher gear to take care of our changing more complex financial needs and tax concerns. They brought in a special expert to take care of our new financial demands and create a plan on how to handle them from a tax perspective.

Nancy Branyas |

The Springline team is exemplary. Communication is prompt and thorough. They are extremely knowledgeable and efficient. I’m confident that they can provide a good solution for anything I present. I know they are busy and at the same time they make me feel like I’m their only client.

Scot Sparks | 1900 Baltimore LLC

We chose to work with Springline based on our work together on our personal taxes for which they have always gone the extra mile to make sure we’re taken care of. The team is made of true professionals, while still being approachable. They really get to know you. This isn’t always the case with accounting firms in my experience. It has been a pleasure to work with them.

Katherine Lawson | Inspired by Alchemy

The Springline team has been fabulous to work with. They are extremely knowledgeable, proactive, and unbelievably attentive to all questions and concerns.

Brian Bischoff | Linkmeyer Development II, LLC

What I like best about working with Springline is their family-friendly approach. They instantly make you feel important as a client and not like a number.

Lindsey Miller | Legacy Contracting Group, LLC

It’s been a game-changer. Having three sets of eyes on financial matters keeps us aligned with our growth goals and gives me the peace of mind we’re controlling the business, versus the business controlling us.

Crux KC Marketing Firm | Founder & CEO

They’ve been an excellent business partner for over 12 years, helping us navigate difficult times and enabling us to minimize taxes. They helped us acquire a company and partnered with us as revenues increased significantly in a short time. They also assisted as we exited certain product lines for more profitable ventures. We have been impressed by the strategic deployment of their tax knowledge as well as successful navigation of an exhaustive IRS audit.

Healthcare Company | CFO

Your firm is amazing! Partnering with you is definitely one of the top business decisions of my career. To be able to now pay off outstanding IRS lien and to be current is a wonderful feeling. Thank you for all you do. I appreciate you more than you will ever know

Senior Care Services Company | Business Owner

They’re consistently there for a quick question or an intense review of our monthly and yearly close out. We can always count on them for fast, friendly, and reliable people to help move us forward to be the best in our industry.

Electrical Associates | Finance Manager
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    Who We Serve

    Springline's gift, trust, and estate tax advisors work with high-net-worth individuals as well as an integrated part of your broader advisory team — connecting tax strategy to the legal, financial, and personal dimensions of legacy planning.

    Our Gift, Trust, & Estate Tax Services

    Preserve what counts. Springline helps clients manage the planning, administration, and tax strategy involved in transferring wealth thoughtfully, protecting family interests, and supporting the legacy they want to leave behind.

    CLIENT SUCCESS STORIES

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      Why Clients Choose Springline

      • Legacy planning that stays personal
        This work is deeply individual. We take the time to understand family dynamics, goals, responsibilities, and values — not just the numbers.
      • Strategic giving with real intention
        We help clients align charitable planning with both tax efficiency and the causes they care about most.
      • Built for business owners, not just beneficiaries
        When a closely held business is part of the plan, the tax strategy has to work for continuity, succession, liquidity, and family goals at the same time.
      • Boutique with reach in practice
        This is Springline’s big, small firm model at its best: national-scale capability, partner-level attention, and guidance that stays actionable, personal, and close to the decisions that matter most.

      Meet the People Behind the Work

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      David Baumgart

      Partner

      Redmond

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      Anat Borodyansky

      Partner

      Dallas

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      Vicki Kleehammer

      Partner

      Rochester

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      Strategic Giving. Handled With Care.

      The families who protect and preserve what they've built across generations share one thing: they didn't wait for a deadline to start planning. Let us help preserve your wealth, support the people and causes you care about, and bring more clarity to the decisions that shape what comes next. Springline’s advisors will turn that planning into something lasting, coordinated, and true to your intentions.
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