Estate Tax Services
Embark on a journey through the complex world of Estate and Trust taxation with Rohr CPAs. We offer expert guidance, simplifying the intricacies and ensuring peace of mind during life’s most challenging transitions. Trust us to safeguard your legacy.
Expertise
Whether you’re dealing with filing final returns for a loved one or managing annual irrevocable trust returns, our seasoned experts at Rohr CPAs are ready to steer you through the intricate maze of income and transfer tax.
Estate and Trust taxation is a niche area of the tax code, rich in complexity and demands specific expertise. From filing the ultimate income and estate tax returns to using strategic elections and tax-saving approaches, an experienced CPA is crucial.
When it comes to handling Irrevocable Trusts, our guidance in processing annual trust returns can help you minimize taxes while honoring the grantor’s intentions and estate planning goals.
At those crucial moments of filing these returns, allow our dedicated team at Rohr CPAs to shoulder the financial and tax responsibilities during a challenging period.
Mastering The Estate Tax Return: Form 706 & DSUE
Leverage the power of the Deceased Spousal Unused Exemption (DSUE) with Rohr CPAs. Even if your estate falls under the lifetime exemption threshold, smart usage of DSUE can offer unparalleled future tax benefits. Trust in our specialized expertise to navigate Form 706, ensuring your estate’s financial legacy. Your prosperity is our priority.
Unlocking Potential: The Power of the 645 Election
Turn complexity into advantage with the § 645 Election for trust taxation. This intricate tool, if correctly utilized, can yield significant tax efficiencies. At Rohr CPAs, we have the expertise to guide you through the labyrinth of the § 645 Election, capitalizing on its potential to maximize your trust’s fiscal health. Trust us to make the complex simple.
Estate Tax Insights
