Trusts

Our Trust and Estate professionals at Beers, Hamerman, Cohen & Burger, P.C. (BHCB) are dedicated to helping you preserve your wealth through strategic tax planning and efficient estate management. We offer a comprehensive range of services tailored to meet your unique needs, ensuring your estate is managed according to your wishes. Our team provides expert guidance and support in navigating complex estate matters, from thorough reviews of wills and trust documents to minimizing estate taxes and assisting executors. With our extensive experience and personalized approach, we ensure your legacy is protected.

Why Choose BHCB for Your Trust and Estate Services?

BHCB works with your attorney to ensure the efficient management and strategic planning of your estate.

  • Over 50 years of firm experience in trust and estate work.
  • Sophisticated tax solutions tailored to high-net-worth clients.
  • Comprehensive advisory services from will reviews to estate tax advising.
  • Commitment to preserving wealth and ensuring your estate’s financial health.
  • Extensive network of attorneys and professionals to help you get started.

  • 500+

    Trusts Serviced Annually

  • 250+

    Years of combined Trust & Estate experience

Taxation Services

We work with your attorney to provide tax solutions for trusts, tailored to meet the unique financial needs of high-net-worth clients. Our approach goes beyond traditional tax preparation, focusing on optimizing fiscal outcomes and ensuring compliance. We deliver a caliber of service designed for those who require more than the ordinary, ensuring personalized management of trust finances to support sustained wealth growth and security. Rely on our commitment to excellence and long-term success for all your trust taxation needs.

Income Tax Return Preparation

Our income tax preparation services for trusts ensure that Form 1041 is accurately completed and filed, optimizing tax outcomes and maintaining compliance with IRS regulations. We handle all aspects of trust income tax to provide the best possible outcomes for our clients.

  • Multi-State Tax Returns
    Handling multi-state tax returns requires expert knowledge to navigate the differing tax laws and regulations across states. We provide specialized services to manage and optimize multi-state tax filings, ensuring that clients comply with all applicable state tax obligations while minimizing their tax liabilities.
  • Foreign Income Tax Returns
    We specialize in reporting foreign income for trusts, ensuring that all international income is accurately reported and compliant with global tax regulations. Our expertise helps trusts navigate the complexities of foreign tax obligations efficiently.
Strategic Tax Planning

Our services are tailored to proactively manage and optimize tax obligations through comprehensive planning that considers the broader financial picture and future goals. By focusing on innovative tax strategies that maximize savings and minimize liabilities, we ensure that each client’s wealth is not only preserved but also positioned for growth. Our expertise in handling complex financial landscapes makes us a trusted partner for those seeking to enhance their financial success and stability.

Gift Tax Return Preparation

We excel in preparing gift tax returns, ensuring compliance with federal and state regulations. Our team expertly manages the intricacies of Form 709, helping to minimize tax liabilities and plan effectively for wealth transfer.

Representation & Advocacy for Individual Tax Matters

Navigating interactions with federal, state, or local taxing authorities can be intimidating for trusts and estates. We provide expert representation and advocacy, ensuring that your rights are upheld, and your interests protected during any tax disputes. Our team is dedicated to effectively managing your tax issues, from audits to appeals, making sure your voice is heard throughout the process.

Advisory Services

Comprehensive Review of Wills & Trust Instruments

We conduct thorough reviews of wills and trust documents, with your attorney, to ensure they are in order and align with your estate planning objectives. This detailed review helps safeguard your intentions and provides clarity on asset distribution.

Estate Tax Advising

Our estate tax advising services help minimize tax liabilities and optimize asset distribution. We work closely with you and your attorney to develop strategies that ensure your estate is managed efficiently and in compliance with tax regulations.

Asset Identification

Accurate asset identification is crucial for effective trust management. Our services ensure all relevant assets are accounted for, providing a complete and organized overview that supports informed decision-making and efficient estate administration.

Our comprehensive suite of assurance services ensures you have the reliable financial information necessary to make informed decisions and build confidence with stakeholders. Contact BHCB today to learn more about how we can support your financial assurance needs.

See Also:

Businesses
Individuals
Employee Benefit Plans
Not For Profits

Swiftly adapting, consistently leading.

If you like what you’ve seen so far, we’d love to hear from you! Reach out to us today and discover how we can work together to achieve your financial goals. Our team is excited to connect with you and provide the exceptional service and expertise that sets BHCB apart.

Email
info@bhcbcpa.com
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