Estate and Trust Accounting

Some of the ways we can help include:

Fiduciary services, including preparation of interim and annual accountings

Tax compliance, including preparation of estate tax, gift tax, and fiduciary income tax returns

The financial affairs of a decedent (including his or her estate, trusts, and gift strategies) and tax returns for the heirs and business entities are intertwined. What happens on one tax return can affect the others. Figuring it out is complicated, but necessary--because the financial impact can be huge.

We provide custom-tailored services for trusts and estates such as —

Timely, accurate preparation and coordination of all related tax returns

Preparation of fiduciary accountings to protect the trustees and to report to the beneficiaries

Advice on beneficial tax elections and how to do them correctly

Support to your attorney on the tax impacts of various forms of trusts and estates

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