Estate and Trust Tax Planning
Marjorie L. Rand, CPA, P.C. uses strategies to minimize taxes and safeguard assets for estates and trusts. We implement tax planning techniques designed to reduce tax implications and maximize income for estates and trusts as well as their beneficiaries .
We offer an integrated plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan considers several options for minimizing estate taxes including deciding what assets to distribute and to whom and whether to liquidate assets. We will also accurately prepare personal and fiduciary tax returns, gift tax returns, and estate tax returns.
To learn more about our trust and estate tax planning services, contact our Central New Jersey CPA firm now at 732-805-1843 or request your consultation online.
Estate tax preparation and planning includes:
- Preparing all tax returns for estate and trust
- Estate and income tax compliance
- Estate tax returns – Form 1041
- Gift tax returns – Form 709
- Fiduciary tax returns
- Ongoing tax planning for estate and trust