In preparing the tax returns for adeceased taxpayer and the trust tax returns for anestate,there are numerous elections and tax planning opportunities available that can bring about substantial tax savings. We are experience in handling all the different tax filings available for a deceased taxpayer and related tax matters for the estate, including:

  • review the position on death
  • review the will to determine the tax implications
  • review any estate planning done for the deceased and proposed changes if appropriate;
  • prepare valuations required for determination of fair market value proceeds from deemed dispositions of assets on death
  • analyze tax planning options to minimize the tax on the deceased, the estate and the heirs
  • advise on the optimal distribution of assets
  • tax and estate planning for a surviving spouse and/or other beneficiaries
  • prepare the deceased taxpayer’s tax returns and applicable tax elections
  • prepare the estate’s trust tax returns

Contact us or book an appointment to find out how we can help you. We are also accessible via our E-Service.

Related Article