S E R V I C E S

Estate & Trust Tax Consultation

We understand that estate and trust planning isn’t limited to protecting your financial holdings. We help minimize the stress and administrative burdens of the executors and heirs. Our professionals collaborate with your estate planning team of attorneys and financial planners to make sure the estate plan meets your goals, minimizes taxes, and maximizes benefits to your heirs.

Our experienced estate and trust tax teams work directly with clients, attorneys, and their individual executors or trustees to prepare estate and trust filings, and to establish effective plans for an orderly transfer of your assets and to maintain your legacy assets.

Leadership

DIANE ACURSO, CPA
Email Diane
SERVICES
  • Estate Planning Document Review
  • Gift Tax Returns
  • Federal Tax Preparation
  • State Tax Preparation
  • Fiduciary Income Tax Returns
  • Probate & Trust Court Accountings
  • Post-Mortem Planning

BSB Makes Debut on INSIDE Public Accounting’s Prestigious Top Firms List 

| BSB News | No Comments
BSB CPAs and Business Advisors is proud to announce its inaugural ranking on INSIDE Public Accounting’s (IPA) esteemed list of the Top 500 CPA firms in the United States. Debuting…

Companies Must Prepare Now to Get Ahead of the SEC’s New Cybersecurity Rules

| ASSURANCE | No Comments
The Securities and Exchange Commission’s (SEC) finalized cybersecurity rules expand public companies’ cyber risk management and disclosure responsibilities. A host of new requirements not only mandate timely disclosure of material…

Understanding the Impact of Workforce Reductions on 401(k) Plans

| EMPLOYEE BENEFIT PLANS | No Comments
Employee turnover often triggers a wave of issues for a company and its human resources department. Even 401(k) retirement plans — one of the most sought-after employee benefits — can…

Revisiting Eligibility for Small Business Taxpayer Exemptions

| TAX | No Comments
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…