The 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.
The 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.
