Start Planning for the Future Today
Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business.
Estate and Trust Tax Preparation Preserve and Enhance Your Financial Legacy
As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.
We Understand Fiduciary Tax Laws
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Our Estate and Trust Tax services include:
- Allocating assets to spouses, children, trusts, and charities
- Reviewing your estate plan and trust tax situation to ensure financial goals are met
- Gift tax returns and strategies
- Business succession planning
- Trust administration
- Trust income tax returns
- Estate tax returns
If you need assistance with Estate and Trust Tax preparation, we are here to help.
Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.
Contact Us Today
Akram | Assurance, Advisory & Tax Firm is here to help. Call us toll-free, or use the form on this page to schedule a free consultation.
Best Accounting & Audit Firm | Start-up & Emerging Funds
Akram is a winner in the Hedgeweek Americas Awards for consecutive 3 years 2021, 2022, and 2023
"We have been voted “Best Accounting Firm for Start-up & Emerging Funds by Hedge Week”.
Akram is a winner of “Best Audit Firm" by Private Equity Wire US Emerging Managers Awards 2024.
Industry Memberships
Contact Us for Investment Fund Accounting Solutions
We understand that clients in the Alternative Investments arena are extremely prudent. At Akram, we provide high-end, tailored fund accounting services with careful planning and an unmatched responsiveness that only a boutique accounting firm like ours can deliver. Contact us today to learn more about our specialized assurance, advisory, and tax services for hedge funds, commodity trading advisors, private equity and venture capital funds, digital asset funds, insurance dedicated funds, real estate funds, day traders, investors, family offices, and high net worth individuals.