Tax Preparation & Planning for Trusts and Fiduciaries
Tax preparation and planning for trusts is a key aspect of preserving, protecting, and enhancing your financial legacy. Effective planning facilitates the orderly transfer of assets to your beneficiaries, can minimize tax penalties on the transfer of assets, and most importantly, can help provide lasting security for those you care about.
Neikirk, Mahoney & Smith can bring experience and compassion to the area of postmortem tax planning. As the tax advisor to your trust , we will provide you with timely advice as to when, how and to whom trust income and principle should be distributed.