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

State and Local Income Tax Issues to Consider Before Making Your Next Tax Payment

| TAX | No Comments
State and local taxes represent a key and often material part of a business’s total tax liability. Many states are reporting budget surpluses, reducing tax rates and offering new credits and…

Plan Sponsor Alert: Planning for the End of the COVID-19 Public Health Emergency and Outbreak Period

| ASSURANCE, EMPLOYEE BENEFIT PLANS | No Comments
To help the American public endure the COVID-19 pandemic, Congress passed laws that provided billions of dollars in emergency funds to buy vaccines, tests, and other treatments that were free…

Mandatory Capitalization of R&E Expenses

| TAX | No Comments
The Impact on Government Contracting Companies Government contracting entities often incur considerable expenses associated with the performance of research and development activities — both on behalf of their government agency…

Revised Filing Instructions for K-2 and K-3 for Partnerships and S-Corps

| TAX | No Comments
The IRS recently issued revised instructions regarding 2022 Schedules K-2 and K-3 for partnerships and S corporations. In these instructions, the IRS responded to requests for expanded relief and clarity…