If you find yourself responsible for an estate or a trust, getting it set up properly is the first thing. The next thing is protecting the assets and limiting tax liability, which means you’re going to need an estate or trust tax preparation expert.
Estate and trust taxes are complicated. While many certified public accountants don’t understand taxes for estates and trusts and don’t want to, I do. I stay on top of estate and trust tax laws, rules and regulations so I can ensure full compliance and minimize tax obligations.