When it comes to estates, gifts and trusts planning, you need a CPA on your team. We understand the many tax-saving strategies available to reduce estate tax and will work closely with your attorney to create the best estate plan for you. And we will help you implement the plan so that your intended bequests are delivered according to your wishes with minimum exposure to estate tax.
Understanding your plan will also help us provide valuable guidance and experience to the estate executor or trustee as they fulfill their role of administering the estate or trust as you planned. Whether gift tax returns, fiduciary income tax returns, or estate tax returns or estate accountings, we will be here to provide the services you need.