We are involved in all elements of estate, gift and trust tax planning and preparation.
Considered a complicated area of tax law, we work to understand our client’s individual concerns and needs with regard to estates & trusts, and address them within the framework of current Federal and State laws. Our team has the experience and expertise to guide our clients through various aspects of estate and trust administration, as well as wealth transfer through gifting.
Capaldi Reynolds & Pelosi works closely with your attorneys and financial or investment advisors and insurance agents in order to customize and implement an estate and financial plan in your best interest, and one that is prepared to adapt to life changes. Our firm provides expert preparation of:
- Estate tax returns
- Fiduciary income tax returns
- Gift tax returns
- Accounting preparation and related services
We stay informed on the most recent Federal and State tax legislation to assist in the preparation of estate, trust, and gift tax returns. The administration of estates and trusts can be quite involved and knowing the available elections, distribution rules and filing deadlines is essential. The team at Capaldi Reynolds & Pelosi is ready with the knowledge and resources needed to assist you.
Contact us today to learn more about our comprehensive services.