Trust and estate returns
Federal and state fiduciary returns, related elections and beneficiary information. We identify missing information and follow up before filing.
Trusts & estatesTrusts, estates
Trusts, estates
& gifts
Tax returns, distribution questions and the records that connect a trust or estate to the people affected by it. We work alongside trustees, executors and counsel.
Returns, distributions and records
Distributions and beneficiary tax
Tax analysis and reporting for distributions, income allocation, and information carried to beneficiary returns.
Estate and gift tax work
Gift and estate tax returns, valuation inputs supplied by qualified professionals, basis records, and related elections.
Tax records for later years
Basis, carryforwards, elections, distribution history, and unresolved facts preserved for future returns and transactions.
Working with your other professionals
We coordinate the relevant tax information with trustees, executors, beneficiaries, counsel and investment advisors. That can include comparing distribution timing, organizing valuation and basis records, and identifying the tax filings that follow.
Trustees and executors make fiduciary decisions; we provide the tax analysis and preparation.
Trust and entity implementation
Affiliated Hickok Tax Law, PC can create or amend trusts and form entities when the plan requires legal documents. We can coordinate that implementation with the tax work.
Legal services are provided under a separate law-firm engagement.
Related reading
Alder Ridge: reading a family’s structure
A fictional family, vineyard and operating company illustrate how several tax questions can sit beside one another. No actual client, property, transaction or result is depicted.
Read the article