IGSS Tax and Immigration Services

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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
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