Trusts and Estate Tax Planning and Compliance

Santa Fe, NM estate tax planningOur firm has many years of experience providing tax planning to estates and trusts as well as their beneficiaries to help minimizing income taxes.

We provide an integrated strategy and a comprehensive plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan will consider many options for minimizing the estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, what investments to consider and more.

In addition, we have extensive experience preparing personal and fiduciary tax returns, gift tax returns and estate tax returns.

Our trusts and estates tax services include:

  • Preparing all tax documents for estate and trust
  • Estate tax returns - Form 1041 & Form 706
  • Fiduciary tax returns - Form 1041
  • Ongoing tax planning for estate and trust
  • Cash flow reports and budgets
  • Audit representation
  • Account reconciliation with banks, investment brokers, etc.
  • Investment tracking for tax purposes and capital gains/losses
  • Preparing a schedule of property - estate inventory

Request an introductory meeting or call us at 505-983-3387 today to discuss your estate and trust tax planning and preparation needs with a trusted CPA and financial advisor.

Questions? Request a Consultation Today.

Get in touch with us now to find out how Barraclough & Associates, P.C. can help you reach your financial goals.