Estate and Trust Tax Planning

estate tax planning

Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP is highly experienced in estate and trust tax planning. Our firm helps trustees and executors minimize taxes and safeguard assets for estates and trusts as well as their beneficiaries. We understand that as a trustee or executor, you my feel a bit overwhelmed by the weight of your financial responsibilities and we're here to make your job easier. We'll take the time to explain how it all works in plain language so you know what to expect and can successfully fulfill your fiduciary duties.

As estate and trust CPAs, we do more than prepare tax returns. We make it our business to find the most effective methods for controlling tax exposure for the trust or estate you manage. When you turn to us for guidance, we'll design a plan around your unique situation that coordinates all parties to achieve the best tax savings possible. Your plan will determine what assets to distribute, whether to liquidate assets, and how to maximize your tax exemptions. With us looking out for you, you'll be equipped to care for all the tax compliance needs associated with a trust or estate.

To learn more about our trust and estate tax planning services, contact our Los Angeles CPA firm now at 310-536-0200 or request your consultation online.

Estate tax preparation and planning includes:

  • Estate and income tax compliance
  • Estate tax return preparation
  • Trust tax return preparation
  • Gift tax returns – Form 709
  • Ongoing tax planning for estates and trusts

ctc

Mike DiBernardo has earned the special designation of being a Certified Tax Coach (CTC). This means he is a highly-trained tax coach with the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. Visit our tax Certified Tax Coaching website to learn more.