Estate Tax Accountant

For Estate, Gift, and Trust Filings

Legislative Changes, Court Cases, and Best Practices Updates Impacting Estate Taxation

Estate tax accounting is a complex field, constantly influenced by external factors such as legislative changes, court cases, and evolving best practices. To navigate this intricate landscape effectively, you need the expertise of a seasoned estate tax accountant.

At Cg Tax, Audit & Advisory, our team of experienced Certified Public Accountants has been consulting on these matters for years. We are well-versed in the nuanced planning and technical requirements of estate, gift, and trust taxation. Our commitment to excellence in estate planning accounting is evident in our consultative approach. We thoroughly review and analyze vital financial information provided to us, including, but not limited to:

  • Assets

  • Insurance coverage

  • Trust agreements

  • Wills

  • Existing or proposed Buy/Sell Agreements

  • Additional relevant information

Following this comprehensive review, our team will prepare a detailed analysis of your current plan along with our findings and recommendations. These recommendations will encompass procedural techniques and strategic planning strategies tailored to your specific circumstances.

Our Estate Planning Accountants in NJ: Safeguarding Your Wealth

Accumulating wealth is a long-term endeavor, and preserving it is equally challenging. That’s why our estate tax accountants are dedicated to securing your wealth for future generations. We collaborate closely with your financial team to ensure your financial and estate objectives are met. Furthermore, we assist in preparing essential documents for executors, trustees, and guardians, including:

  • Estate tax returns

  • Preparation of New Jersey inheritance tax return

  • Business succession plans

  • Business valuations for optimizing lifetime gifts and minimizing estate and gift tax

  • Tailored tax strategies to reduce estate, gift, and income tax liabilities

Estate planning is an ongoing process, and the Certified Public Accountants at Cg continually work alongside your financial team for estate, gift, and trust consultations. We proactively assess your situation to adapt to changing circumstances.

Contact us or call 732-676-4100 today to schedule an appointment with a member of our team. We are eager to guide you through the estate planning process and the essential steps for safeguarding your wealth.

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Estate Planning Team