Trust & Estate Tax Preparation

Trust & estate matters affect everyone. By taking proactive steps today, you can ease the transition for your loved ones during a very difficult time. We can work with your legal counsel to help you to structure your trust and/or estate to minimize taxes and ensure the smooth transition to your heirs. In addition to trust and estate tax planning matters, we are available to assist with all the associated tax filings.

Fiduciary Accounting

When administering a Trust or Estate it often becomes necessary to account for the receipts and disbursements managed by the responsible party (executor or trustee). Fiduciary accounting, also known as court accounting, can be required by the governing instrument or by state statute, ordered by a court or prepared in connection with litigation. Other times, they may be requested by a beneficiary, or simply be used to facilitate a smooth administration process. Regardless of the reason a fiduciary accounting is needed, ITA can provide the concise, informative, reports required.