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Estate And Trusts Taxation

SG Inc CPA > ESTATE AND TRUSTS TAXATION

Estates and Trusts Plan

An estate plan is a written strategy for the distribution of assets after your death. Proactive planning can offer greater control and privacy to ensure wealth preservation and maximum transfer of wealth to your heirs. Although estate tax planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure.

With the retirement of the generation of baby boomers, estate planning is in demand more than ever. We collaborate with estate planning Attorneys to integrate your tax planning with trust, gifting and estate strategies to convert your individual strategies into a one comprehensive holistic plan through the following estate planning strategies.

  • Revocable and Irrevocable Trusts
  • Charitable Trusts
  • Irrevocable life insurance trust (ILIT)
  • Minimizing estate (wealth transfer) tax
  • Maximize estate value
  • Asset protection
  • Minimize or avoid Probate

In addition, we will file the following Estate and Trust income tax returns for you. Form 1041 – Estate & Trusts income tax return

Form 709 – Gift tax return

Form 706 – Estate tax return

Connect with one of our tax planning professionals now by clicking here – link to taxplan@sginccpa.com

In addition, we will file the following Estate and Trust income tax returns for you.

Form 1041 – Estate & Trusts income tax return

Form 709 – Gift tax return

Form 706 – Estate tax return

Connect with one of our tax planning professionals now by clicking here – link to taxplan@sginccpa.com

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Alexander

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I am very happy with the services I received at SG INC CPA. Asim provided me with specialized services to fulfill all my requirements. He and his team managed the Accounting for Income Taxes service for me. They did my accounting, as well as management. I have personally vouched for Asim to several of my colleagues and acquaintances. Every one whom I have referred to him is also very happy with the services they receive.

Ismail

While working with them, I have realized that I am in good hands. When I opened my small pizza franchise, I used to do all Accounting for Income Taxes by myself. It was a tedious process and gradually became harder for me since I have never had any formal training in it. At a friend’s advice I directed all my accounting work towards them. They proved my apprehension was for nothing.

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