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


Navigating The Estate Planning Benefits Of An Irrevocable Trust In California

In the realm of estate planning, an irrevocable trust can be a …

Read moreNavigating The Estate Planning Benefits Of An Irrevocable Trust In California

Benefits Of A Living Trust In California

A living trust is a popular estate planning tool that offers numerous …

Read moreBenefits Of A Living Trust In California

Individual Retirement Accounts – Traditional vs. Roth

When it comes to retirement planning, one of the most popular investment …

Read moreIndividual Retirement Accounts – Traditional vs. Roth

Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

When a spouse passes away, their surviving partner often faces complex financial …

Read morePortability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

Understanding The 1031 Exchange: A Guide For Real Estate Investors

The 1031 exchange, also known as a like-kind exchange or Starker exchange, …

Read moreUnderstanding The 1031 Exchange: A Guide For Real Estate Investors

Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Preparing for retirement is a critical aspect of personal financial planning. One …

Read moreUnderstanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Maximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Health Savings Accounts (HSAs) are a popular vehicle for saving on medical …

Read moreMaximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Understanding Charitable Donations: Types, Reporting, And Tax Implications

Charitable giving is a noble way to support causes you care about …

Read moreUnderstanding Charitable Donations: Types, Reporting, And Tax Implications

Personal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

The personal mortgage interest deduction is a valuable tax benefit that many …

Read morePersonal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

Understanding FBAR And Specified Foreign Financial Assets Reporting Requirements

The United States has implemented stringent measures to combat tax evasion and …

Read moreUnderstanding FBAR And Specified Foreign Financial Assets Reporting Requirements

Demystifying Stock Options: Types And Tax Implications

Stock options have become an increasingly popular form of compensation, offering employees …

Read moreDemystifying Stock Options: Types And Tax Implications

The Decision Matrix For Roth Conversions: A Guide

Roth conversions, a process where you change a Traditional Individual Retirement Account …

Read moreThe Decision Matrix For Roth Conversions: A Guide

Demystifying The § 83(b) Election: A Comprehensive Guide With Examples

The 83(b) election is an essential tax planning tool for individuals who …

Read moreDemystifying The § 83(b) Election: A Comprehensive Guide With Examples

Donor Advised Funds: A Guide To Charitable Giving

Donor Advised Funds (DAFs) have been gaining popularity in recent years as …

Read moreDonor Advised Funds: A Guide To Charitable Giving

Update: California Storms Extend Filing and Payment Deadlines

March 3rd, 2023 California has also extended their filing and payment due …

Read moreUpdate: California Storms Extend Filing and Payment Deadlines