Estate, Gift, Trust Income Tax Compliance, Tax Planning and Administration
The complexities of estate, gift and trust income tax compliance and administration require both tax and accounting expertise. We can help with:
- Estate, gift, and trust income tax filings
- Estate and gift business valuations
- Annual or historic trust accountings and fiduciary tax planning
- Preparation of an inventory of the decedent’s assets with proper valuation
- Determination of appropriate use of disclaimers and other techniques that may apply
