Estate & Trust Taxation

Estate, trust, and gift taxation is complex, and increasingly complex due to the types of situations that our clients approach us with daily. From formation of the estate/trust, to consulting on tax effects, to guiding through the entire executor process, to filing the final return, we are here to assist.

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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

Please contact Dimov Tax team at hello@dimovtax.com or (833)829-1120 if you need more information or assistance with these topics. We are licensed to assist with filing these forms, fighting penalties, applying for abatements, or consulting on tax implications of various approaches.

Need help with Estate & Trust Taxation?

Call us today at (833) 829-1120, email us at hello@dimovtax.com, or fill out the form and we’ll get in touch immediately.

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