Estate & Trust Tax Preparation
Estate and trust tax preparation and planning assist you in managing your financial future. Many people believe these services are only beneficial to high net worth individuals. However, estate and trust tax preparation and planning are important for everyone – especially if you are married, have children, or own your own business.
Our certified public accountants in New York will help you maintain an estate and trust plan that minimizes the tax burden on you and your family and provides short and long-term protection of your assets.
Offering Full Service Estate and Trust Tax Preparation and Planning
We offer estate and trust tax planning and preparation services, including:
- Federal estate tax return preparation
- Tax planning
- In-depth reviews of wills, trusts, and schedules of assets
- Estate tax estimation under your current estate plan
- Exploration of current estate plan alternatives and calculation of potential tax savings
- Asset planning for those with unique tax attributes, such as life insurance and retirement plans
- Implementation of optimum wealth transfer strategies
- Gift planning for family members, friends, and charities
We Are Here to Help
Preserving your wealth is critical in ensuring your – and your family’s financial security. But estate and trust tax preparation and planning can be a challenging task. Ensuring they are properly performed requires vast financial knowledge and expertise.
The Rosen Kuslansky team has helped clients preserve, protect, and maximize their financial legacy for more than 30 years. We can assist you with wealth conservation and management by effectively minimizing your estate tax liabilities. We will also work closely with your trust attorney to ensure your short-term and long-term goals are achieved.
With help with estate and trust tax services or any of your accounting needs, we welcome you to reach out to us by calling (212) 675-2600 or contacting us online.
