Navigate the complexities of estate, gift, and trust taxation with experienced professionals who understand the nuances of fiduciary tax law.
Estate and trust taxation requires specialized knowledge and careful attention to detail. Our team has extensive experience preparing fiduciary returns and helping families manage the tax implications of wealth transfer.
Whether you're an executor, trustee, or beneficiary, we provide the guidance you need to fulfill your obligations and protect your interests.
Expert guidance through the estate administration process
Comprehensive preparation of the United States Estate Tax Return. We handle asset valuation, deduction calculations, and ensure all elections are properly made.
Preparation of income tax returns for the estate during administration, including proper allocation of income and deductions to beneficiaries.
Help surviving spouses preserve the deceased spouse's unused exclusion amount through proper portability elections, even for estates below the filing threshold.
Support for executors navigating their responsibilities, including filing deadlines, payment obligations, and beneficiary distributions.
Making substantial gifts during your lifetime can be an effective wealth transfer strategy. We help ensure your gifts are properly reported and structured to minimize tax impact.
Proper planning and reporting helps you transfer wealth to the next generation while minimizing tax consequences.
Comprehensive fiduciary tax support for all trust types
Upon the grantor's death, revocable trusts become irrevocable and require Form 1041 filing. We handle the transition and ongoing compliance.
Annual Form 1041 preparation for irrevocable trusts, including proper distribution planning and beneficiary Schedule K-1s.
Careful tax planning to ensure trust distributions don't jeopardize beneficiary's government benefits eligibility.
Preparation for charitable remainder trusts (CRTs) and charitable lead trusts (CLTs), including split-interest returns.
Understanding and proper reporting of grantor trust income, including coordination with the grantor's individual return.
Navigation of GST tax rules and reporting for trusts benefiting grandchildren or more remote descendants.
We understand your responsibilities
Serving as a trustee or executor comes with significant responsibilities. You're accountable to beneficiaries, courts, and tax authorities. Our team helps you fulfill your fiduciary duties with confidence.
Our experienced team is here to guide you through complex fiduciary tax matters.
