Trust, Estate & Gift Taxes
We assist executors and trustees
to meet their fiduciary responsibilities with respect to tax filing requirements
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- Defining filing requirements and estimated
taxes.
- Accounting for estate and trusts.
- Preparation of estate and trust income
tax returns for all states.
- Evaluation of asset allocations and dispositions.
- Preparation of death tax returns.
- Preparation of termination notices including
requests for prompt audit.
- Audit representation if necessary.
- Tax planning.
Trust, Estate & Gift taxation are major components of total
wealth management on our "Personal Financial Guardian" service.