Estate & Trust Tax Preparation

Katz & Associates provides estate and trust tax planning to ensure the effective and orderly transfer of assets to your beneficiaries. By investing in estate and gift planning that’s been properly prepared, you can provide security for your surviving spouse, children, or loved ones. We can also work with you to reduce or eliminate the tax due upon transfer of your business or current assets to beneficiaries.

For business owners, providing for business continuity and succession of ownership is essential. This guarantees that your business partner or beneficiary will have the rightful tools to guarantee the success and transfer of your business into their hands.Katz & Associates can guide you through the complex process of getting your financial affairs in order and planning for your beneficiaries financial health.

The estate and trust tax preparation process can incorporate:

  • Planning prior to death, or post-mortem administration.
  • Asset transfer techniques for each individual client, and what serves their family or business the most.
  • Minimization of estate taxes as closely to the client’s desired goal.
  • Liquidity planning for surviving beneficiaries or business partners.
  • Trust fund considerations and tax liabilities.

Our CPAs at Katz & Associates will work with you on a personal level to efficiently serve all of your estate and trust tax planning needs. As legal protectors of your most personal documents, we offer our highest level of expertise to serve all of your estate and trust tax needs. We can also plan for changes that you may wish to make in the future and can schedule periodic reviews to keep up with new laws.

You can trust Katz & Associates, PA to have the expertise and resources for all of your accounting, auditing, business consultations, non-profit organizations, estate and gift plan tax planning, tax planning evaluation services with compliance, financial planning, divorce assets, sports foundations, religious institutions, and technology service needs. While our list of services is by no means all-inclusive, please feel free to inquire if you’re searching for anything that you may not see listed. Call us now at (410) 602-2266 or contact us for a consultation with one of our dedicated advisors.