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Tax Preparation Services for Trusts and Estates.

Dennis Piper & Associates / Tax Preparation Services for Trusts and Estates

Expert Tax Preparation Services for Trusts and Estates

Navigating complex state and federal laws for income taxation of trusts and estates can be tricky, and knowing the correct timing for financial transactions is key. Are you prepared to make these important decisions?

We’re here to help. At Dennis Piper and Associates, providing estate and trust income tax services is our primary area of expertise. With a combined 30 years of experience in the fiduciary income tax field, our team has a deep understanding of compliance requirements, the complexities of estate and inheritance laws and how estate and trust planning vehicles affect grantors’ and beneficiaries’ tax returns. Timing is everything, so we carefully plan for expenses and provide smart offsets to optimize your tax benefits. We can help:

  • Explain how the new tax law changes affect the trusts & estates pass thru deduction
  • Prepare income tax returns for benefactors and beneficiaries
  • Provide form 1041 Income Tax Services and Fiduciary Tax returns
  • File form 709 Gift Tax returns
  • Provide trust accounting
  • Manage ongoing tax planning for estates and trusts
    • Probate estates, simple and complex trusts, charitable remainder and lead annuity trusts
    • Fiscal year selection, basis adjustments and distribution timing
  • Analyze and present issues related valuations

Smart Estate Planning

From a review of existing will and trust documents to an analysis of a complex overall estate plan, we take a professional team approach. We work with all estate planning vehicles, including:

  • Lifetime Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Family Limited Partnerships
  • S Corporation Qualified Trusts
  • Charitable Remainder Trusts
  • Charitable Gifting Techniques

We also offer expert advice on interrelated income tax and estate tax issues, complex trust taxation, grantor trust taxation, tax elections and trust funding. No issue is too complicated. Contact us for your estate and trust tax planning needs today.

 

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