Estate and Trust Support for Attorneys
Orlando CPA's & Associates provides outsourced estate and trust support services to law firms and attorneys. We understand how difficult it can be to work through all the accounting and tax issues that can come up with trusts and estates so we collaborate with you to best serve the unique circumstances of each client.
Our San Diego CPA firm is an economical alternative for law firms that don't have a full time estate and trust staff but need to consult with a true tax and accounting professional. We're a valuable resource for your law firm because we're highly experienced in fiduciary accounting, estates and trust tax compliance, gift taxes, and estate planning and administration. We'll utilize our skills and knowledge to minimize taxes and keep fiduciary accountings accurate and organized.
We can assist you behind the scenes with the estate planning process, become a key member of your estate and trust team, or provide support when you encounter a complex estate situation requiring innovative tax planning strategies. Find out how you can focus on your clients while we worry about the numbers, call 619-331-0069 or request a consultation now to learn more.
Trust and estate services for attorneys include:
- Estate and trust tax compliance
- Estate tax and gift tax return preparation
- Estate tax return preparation
- Gift tax return preparation
- Estate accounting
- Trust accounting
- Winding up a decedent’s business entity
- Assessing IRA distribution options
- Fiduciary accountings
- Selecting appropriate assets to transfer to a trust
- Gift planning and charitable giving