IGSS Tax and Immigration Services
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Phone Number
Sales Tax and Estate Trust Preparation
Taxation of Estates & Trusts
Some types of estate/trust work that we are frequently hired to work with:
- Simple & complex trusts – formation, maintenance, and annual filings
- Estate formation, maintentance, and compliance [annual filings]
- Estate & succession planning, gifting, etc.
- Forensic acocunting related to estates & trusts
- Trust accounting or other court-required items
- Tax effects of sale of items held by a trust (or tax effects of distributions form a trust)
- How to handle international beneficiaries
- Receipt of estate from non-US persons
- Forms 706, 1041, 3520, 3520-A, 709 (and state equivalents, where applicable)
- State tax guidelines
- Transfer certificates
