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Estates and Trusts

Estates and Trusts

Understanding the broad range of tax and accounting issues associated with estates and trusts requires a team of dedicated and focused professionals. The ever-changing tax laws, combined with the variety of trust types, demands a deep knowledge of reporting and compliance requirements, as well as a firm grasp on the tax implications of decisions that are made.

QRGA has many years of experience in estate and trust planning, charitable planning, and estate and trust administration. We deliver strategic planning that helps to minimize taxes, as well as providing support for compliance with fiduciary duties. We start by gaining an understanding of fiduciary responsibilities.

We believe an integrated strategy to coordinate the actions of all relevant parties is the best way to achieve tax savings. This approach includes a plan that incorporates which assets to distribute, when to distribute them, and to whom; whether to liquidate assets; which investments to consider; and other financial management and compliance issues.

The QRGA team is here to guide you through the complex tax code so that not only are you complying with all necessary tax laws and regulations, but that you are well positioned to take advantage of tax planning strategies and meet your goals.

You can count on QRGA for the following services for estates and trusts:

  • Preparing all tax documents for estates and trusts
  • Form 1041 fiduciary tax returns
  • Form 709 gift tax returns
  • Strategic tax planning for estates and trusts
  • Cash flow reports
  • Account reconciliation with banks and investment brokers
  • Investment tracking for tax purposes
  • Preparing a schedule of property
  • Estate and trust administration

You can count on QRGA.

Start planning a more secure financial future for your family by counting on the team at QRGA to put our skills and experience to work for you. It all starts with an initial consultation where we learn more about you, and you learn more about the benefits of becoming a QRGA client. Let’s talk! Call Wes Rickard at (781) 551-0040, or send an email to wrickard@qrgacpa.com.  

 

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