When it comes to estates, gifts and trusts planning, you need a CPA on your team. We understand the many tax-saving strategies available to reduce estate tax and will work closely with your attorney to create the best estate plan for you. And we will help you implement the plan so that your intended bequests are delivered according to your wishes with minimum exposure to estate tax.
Understanding your plan will also help us provide valuable guidance and experience to the estate executor or trustee as they fulfill their role of administering the estate or trust as you planned. Whether gift tax returns, fiduciary income tax returns, or estate tax returns or estate accountings, we will be here to provide the services you need.
The professional team at GMP is ready to help your business with critically important enhancements and transactions. We bring our unique skillset to every project, ensuring your most complicated accounting issues are taken care of.
Ready for a free consultation to discuss your specific needs? Contact Gollob Morgan Peddy today to get started developing the right financial solutions for your business.
Estates & Trusts Division Leaders
Shane Rohrbach, CPA
Partner
