Tax laws associated with trusts and estates have become more complicated over the past 30 years. As a result, the interrelation of fiduciary taxation, estate taxation and fiduciary accounting has become more intricate.
At Kruggel Lawton, you can depend on our team of experienced tax professionals as we offer specialized knowledge in this domain. We work with trustees, executors, administrators, or any individual with power of attorney to ensure that the complex tax and accounting issues related to estates and trusts are effectively managed. We also partner with wealth management institutions for outsourced fiduciary tax services.
We are here to serve as your partners and an extension of your institution’s team – helping fill whichever roles you require to ensure you are able to spend time servicing your clients. This is all a part of our ongoing goal of providing accounting for your every need.
Some examples of services our Fiduciary Tax Group prepares include:
- 1099 Information Reporting
- 5498 Information Reporting
- 1042-S Information Reporting
- 1041 Estate and Trust Income Tax Returns
- 990/990-PF Tax Returns for Charitable Organizations & Private Foundations
- 5227 Tax Returns for Charitable Trusts
- 709 Federal Gift Tax Returns
- 706 Federal Estate Tax Returns
- State Estate Tax Returns
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To learn more about our fiduciary tax services, please contact Patrick Lee.Â
- Partner
- Elkhart
- plee@klcpas.com
- 574.264.2247 ext. 306