Skip to content

Tax returns and preparation for trusts, gifts, and estate returns

At CPA Financial Architects our goal is to assist you in setting up a transfer of property to your desired beneficiaries that does not maximize your cost on estate tax. We can effortlessly prepare federal and state gift, trust as well as estate tax returns for you at a budgetary cost.

We thoroughly prepare and file estate tax returns, since we are fully aware that it has a great effect on your personal return. We offer the following services and advice in trust, gift and estate tax returns:

  • Revocable Transfers
  • Life Insurance
  • Marital Deductions
  • Postmortem Estate Planning
  • Disclaimers
  • QTIPs
  • Management of Dynasty Trusts
  • Asset Protection
  • Lifetime Transfers
  • Charitable Deductions
  • Mortgages
  • Liens
  • Debts and Expenses

 

We go to great lengths to offer our accounting services to individuals and businesses in Henderson, Las Vegas in a friendly, efficient and timely manner.  In every instance of filing for trust, gift or estate return, a K1 form is generated that is used to prepare your personal 1040 income tax return.