Generation-Skipping Transfer Tax Return Preparation: Preparing and filing the necessary tax forms (such as Form 706-GS(T)) to report any generation-skipping transfers and calculate the associated taxes.

State Inheritance Tax Return Preparation: Assisting with the preparation and filing of state-specific inheritance tax returns, if applicable.

Asset Valuation: Determining the fair market value of the decedent's assets for estate tax purposes, which may involve appraisals, financial statements, and professional valuation services.

Tax Compliance and Reporting: Ensuring compliance with all tax reporting requirements, including the proper disclosure of assets, income, deductions, and credits on the estate tax return.

Tax Planning and Optimization: Identifying tax-saving strategies and opportunities within the estate to minimize estate tax liabilities, such as utilizing applicable deductions, exemptions, and credits.

Estate Returns Preparation and Filing

Estate Tax Payment Assistance: Providing guidance on the payment of any estate taxes owed, including options for installment payments or utilizing available liquidity from the estate.

Executor Support and Representation: Assisting the executor or personal representative in fulfilling their duties and responsibilities related to estate tax matters, including representing them in dealings with tax authorities, if necessary.

Estate Tax Audit Support: Providing support and representation in the event of an estate tax audit or examination by tax authorities, including gathering necessary documentation and responding to inquiries.

Estate Tax Planning for Future Generations: Advising on strategies to minimize estate tax implications for future generations, such as establishing trusts or other estate planning tools.