Estate and Trust Tax
Fiske & Company prepares tax returns for estates and trusts as part of its full service offerings to individuals and families. Our certified public accountants oversee the collection of financial information, tax forms, bank records and other documents needed to produce the returns. Our staff ensures the timely preparation of the returns so that the authorized representatives of estates and trusts have sufficient time to file.
The certified public accountants at Fiske & Company work with individuals, families, attorneys and insurance and financial professionals to advise clients and their families on charitable giving, estate tax reduction strategies and matters related to preparation of federal and state tax returns. We take a conservative approach to wealth preservation for the benefit of current and future generations.
Our team researches and analyzes court decisions and legislation that could adversely affect our clients’ financial position and makes recommendations when necessary on changes to estates, wills and trusts to avoid financially harmful tax consequences. Our certified public accountants prepare federal and state tax returns and take responsibility for tax planning to ensure that tax-saving opportunities are not overlooked.
Fiske & Company’s estate and trust tax services include:
- Trust, Estate and Gift Tax Planning
- Charitable Giving Entity Planning
- Estate Tax Returns, Estate Income Tax Returns and Trust Tax Returns
- Healthcare proxies
- Multi-Year Tax Projections
- Valuation of Family Limited Partnerships, Non-Cash Gifts and Closely Held Business Stock
