When it comes to administering trust and estates, your business tax accountant needs very specialized knowledge. Regulations governing taxation of trusts and estates at both the federal and local levels are extremely complex and are, quite often, subject to constant change. Our trust and estate expertise encompasses:
Review and analysis of wills and trusts
Charitable gift planning and gift tax planning, including private foundations
Estate tax planning and tax return preparation, including federal estate tax returns, applicable state inheritance tax returns and fiduciary income tax returns
