Estate and Trust Tax Planning

estate tax planning

Anne McCaleb, CPA helps trustees and executors minimize taxes and safeguard assets for estates and trusts as well as their beneficiaries. I understand that as a trustee or executor, you may feel a bit overwhelmed by the weight of your financial responsibilities, and I'm here to make your job easier. I'll work with your trust attorney to minimize tax obligations so you can focus on fulfilling your fiduciary responsibilities.

As an estate and trust CPA, I do more than prepare tax returns. I make it my business to find the most effective methods for controlling tax exposure for the trust or estate you manage. When you turn to me for guidance, I'll design a plan to help you achieve the best tax savings possible. With me looking out for you, you'll be equipped to care for all the tax compliance needs associated with a trust or estate.

Estate Tax Preparation and Planning

To learn more about my trust and estate tax planning services, contact me now at 916-634-4002 to discuss your estate tax planning needs or request your consultation online.

  • Estate and trust tax compliance
  • Tax planning for estates and trusts
  • Estate tax return preparation – Form 706 or Form 1041
  • Gift tax return preparation – Form 709
  • Trust tax return preparation – Form 1041