Estate & Trust Tax Planning

At KatzAbosch, our estate tax accountants bring over 40 years of refined experience to your service. Specializing in preparing Federal and all U.S. states’ estate tax returns, our estate accountants handle every detail meticulously. Our proficiency in postmortem estate, income, and trust tax services, as well as inheritance tax planning, is unparalleled, offering you strategic solutions tailored to your unique situation.

Estate and Trust Administration

The administration of an estate can be an overwhelming and time-consuming task. The process involves not only locating and distributing assets among heirs but also preparing various reports and tax returns. KatzAbosch’s Estate Administration group has the technical experience to lead you through the choppiest waters and steer clear of potential difficulties.

For over 40 years, our inheritance tax accountants have been helping personal representatives, attorneys, family members, and heirs navigate the estate administration process. We are consistently chosen for our professionalism and comprehensive knowledge in this field. Whether you are handling just a few small assets or administering a large, complex estate, our goal is to make your involvement in estate administration easier and more efficient.

Our specialized services include:

Preparation of Federal and all U.S. states’ estate tax returns
Postmortem estate, income, and inheritance tax planning
Preparation of fiduciary income tax returns for the estate and related trusts
Preparation of decedent’s final federal and state income tax returns

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Estate and Trust Planning

Our estate planning accountants at KatzAbosch are more than just advisors. They’re partners in achieving your estate planning goals. From estate planning and asset valuation to inventory preparation and commission calculations, our team provides comprehensive support. We extend our experience to areas such as business succession planning, charitable gift planning, and the strategic use of grantor trusts. Our representation before the Internal Revenue Service for federal estate tax return examinations underscores our commitment to safeguarding your interests.

Our specialized services include:

Estate planning
Assistance in gathering and valuing assets
Preparation of inventories and information reports
Calculation of personal representative and trustee commissions
Representation before the Internal Revenue Service in connection with its examination of the federal estate tax return
Distribution planning for beneficiaries of retirement plans
Preparation of court accountings
Preparation of annual trust accounting
Assistance with annual tax and beneficiary reporting of charitable trusts
Gift tax advice and return preparation
Business succession planning
Charitable gift planning
Use of various grantor trusts

“For our personal or business needs, they stay in front of us with good and new information, and they have a way of explaining it that makes sense. We know people by their first names. And when we call, they respond.”

Eileen and David Powell, Federal Business Council, Inc.