Estate and Trust Tax Reduction Strategies

Jevic CPA Tax Solutions, LLC has the strategies to minimize taxes and safeguard assets for estates and trusts. We have developed innovative tax planning techniques designed to reduce tax implications and maximize income for estates and trusts as well as their beneficiaries .

We offer an integrated plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan considers several options for minimizing estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, and what investments to consider. We will also accurately prepare personal and fiduciary tax returns, gift tax returns, and estate tax returns.

To learn more about our trust and estate tax planning services, contact our Chicago CPA firm now at 815-267-1116 or request your free consultation online.

Estate tax preparation and planning includes:

• Preparing all tax documents for estate and trust
• Estate and income tax compliance
• Estate tax returns – Form 1041
• Gift tax returns – Form 709
• Fiduciary tax returns
• Prepare income tax returns for individuals and beneficiaries
• Ongoing tax planning for estate and trust
• Payroll and payroll tax returns for household employees
• Audit representation
• Investment tracking for tax purposes and capital gains/losses