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front entrance imageThe CPA’s role in estate planning goes far beyond a straightforward financial analysis. We work with you to identify and clarify your goals, explain projected tax and other consequences and recommend alternative strategies.

We provide tax services that include:
• Estate and Trust Fiduciary returns (Form 1041)
• Estate tax returns (Form 706)
• Gift tax returns (Form 709)
• Final tax returns for decedents (Form 1040)
We are also available to help in times of transition including:
• Trust accounting services
• Assistance with estate filings
• Divorce or separation financial planning
• Retirement planning
• Business succession planning
Delman & Company does not sell insurance, investments or any other commissioned products, nor do we provide legal services.  However, one of our CPAs is a Certified Specialist in Estate Planning (CSEP).  So we can help with the complex tax side of estate planning, point you in the right direction and answer your many questions.
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