We understand fiduciary tax law
We work with investment advisors, attorneys, and other financial professionals to develop a long-term estate plan that meets each client's individual needs. We stay current on tax law changes affecting estate and trust preparation.
Our estate and trust tax services include
- Allocating assets to spouses, children, trusts, and charities
- Preparing Form 1041 fiduciary income tax returns
- Preparing Form 706 estate tax and Form 709 gift tax returns
- Beneficiary K-1 reporting and coordination
- Trust accountings and fiduciary financial statements
- Coordination with estate attorneys and financial advisors