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.
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
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…
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…
“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…
Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…
