Trusts & Estate Taxes
When a loved one passes away you don't want to be burdened with figuring out final tax return requirements and how to file an estate tax return yet the IRS rules require it in a timely fashion. We will make this process and smooth as possible and prepare and file the Estate return while advising you on the moves to make to minimize tax. We also have a deep level of experience with Trust tax returns from simple to complex trusts and strategies around distributions and earnings to minimize the tax burden at the trust and pass-through level.
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