At Milestone Certified Public Accountants Inc., we recognize the complexities involved in managing trusts and estates. Our dedicated team offers specialized trust and estate tax services in Pleasanton, ensuring your assets are protected, your wishes are honored, and your beneficiaries are well-served.
We assist in preparing and filing estate tax returns, ensuring compliance with federal and state requirements, and optimizing tax liabilities.
Our team ensures accurate and timely filing of trust income tax returns, helping trustees fulfill their fiduciary responsibilities.
We provide guidance on gift tax implications and assist in preparing necessary filings to maintain compliance and strategic wealth transfer.
We help design and implement succession plans that preserve family wealth and ensure smooth transitions of business or personal assets.
Our experts advise on charitable contributions, helping you maximize tax benefits while supporting causes important to you.
We assist trustees and grantors with the preparation of fiduciary income tax returns (Form 1041), accurate allocation of income, and ensure the trust remains compliant throughout the grantor’s lifetime. We also support smooth transition planning when the trust becomes irrevocable upon the grantor’s passing.
Irrevocable trusts often serve tax-planning and asset protection purposes. We provide tax compliance services, help minimize taxable income, and advise on income distribution strategies that reduce tax liability while staying within IRS guidelines.
CRTs are complex vehicles that offer income to beneficiaries and a future donation to charity. We prepare required trust tax filings, calculate deduction limits, and help donors and trustees comply with IRS regulations while maximizing tax advantages and charitable impact.
Designed to support beneficiaries with disabilities without jeopardizing public benefits, these trusts require precise tax handling. We ensure proper accounting of distributions, maintain compliance with IRS and Medicaid regulations, and help trustees meet fiduciary obligations.
These trusts are created through a will and activated upon death. We guide executors and trustees in setting up and administering the trust, prepare fiduciary income tax returns, and support ongoing reporting and beneficiary communication.
We help estate executors and personal representatives navigate complex tax obligations, including filing final individual income tax returns, estate tax returns (Form 706), and managing distribution strategies to beneficiaries in a tax-efficient manner.
Secure Your Legacy with Milestone CPAs
Planning for the future is essential. Let Milestone Certified Public Accountants Inc. guide you through the intricacies of trust and estate taxation, ensuring your legacy is preserved and your loved ones are protected.
