Estate and Trust Accounting

Some of the ways we can help include:

Estate and gift tax planning

Income tax planning

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 affects the others. Figuring it out is complicated, but necessary--because the financial impact can be huge.

We provide custom-tailored services for trust and estate planning, such as —

Timely, accurate preparation and coordination of all related tax returns

Annual updates on the current situation and any additional estate planning needed

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

Advice on the effects of state laws on federal and state taxes

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

Set up a complimentary introductory meeting to discuss how Jay E. Reiner, CPA, can help with the financial and tax implications of estates and trusts.

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