Estate & Trust Tax Services
Our specialized estate and trust services include comprehensive tax preparation, strategic planning, and financial management.
Expert Estate & Trust Tax Services in Tulsa
We provide expert guidance through the complex world of estate and trust taxation. Our services encompass everything from initial estate planning to final distributions, including trust tax returns, estate tax returns, and beneficiary planning. We help families preserve wealth across generations while minimizing tax liabilities and ensuring smooth estate administration.
Estate and trust tax return preparation
Estate planning and wealth transfer strategies
Trust administration guidance
Probate assistance and documentation
Why Choose Our Estate & Trust Tax Services?
Estate and trust tax return preparation
Estate planning and wealth transfer strategies
Trust administration guidance
Probate assistance and documentation
Beneficiary tax planning
Generation-skipping tax planning
Charitable giving strategies
Family limited partnership structuring
Estate liquidity planning
Our Simple Process
Estate Analysis
Review estate structure and tax implications
Planning
Develop tax-efficient estate and trust strategies
Implementation
Execute estate planning documents and structures
Administration
Ongoing trust management and tax compliance
Unmatched Expertise in Estate & Trust Tax Services
With former IRS management experience and over 20 years as a CPA, we provide insights and strategies that others simply can't match.
- Former IRS Manager with insider knowledge
- Master's degree in Business Taxation
- 100% success rate in IRS negotiations
Matt Klingeman
CPA, Former IRS Manager
Frequently Asked Questions
Q:When is an estate tax return required?
A: For 2024, federal estate tax returns (Form 706) are required for estates exceeding $13.61 million per person. However, even smaller estates may need to file for portability elections or state estate taxes. We help determine your filing requirements.
Q:How are trusts taxed?
A: Trusts are subject to compressed tax brackets with top rates applying at much lower income levels than individuals. Proper planning and distributions can significantly reduce overall tax liability. We optimize trust taxation through strategic distribution planning.
Q:Can you help with inherited property taxes?
A: Yes, we help with stepped-up basis calculations, estate valuations, and tax planning for inherited assets. This includes real estate, investments, and business interests. Proper handling can save thousands in future capital gains taxes.
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