Trusts & Estates
Fiduciary reporting, beneficiary coordination, and long-term planning—handled with clear documentation and care.
Fiduciary work demands clarity and consistency.
Trust funding, distributions, terminations, and coordination with individual returns require careful documentation and communication among fiduciaries, beneficiaries, and advisors.
Common issues
- Capital accounts, basis tracking, and K-1 alignment
- Special allocations, guaranteed payments, and partner changes
- State sourcing and multi-state filings
- Debt allocations and changes year-over-year
How we help
- Workpaper-driven preparation and review
- Partner capital/basis rollforwards and diagnostics
- Tax planning coordination with accounting inputs
- Clean client deliverables and payment guidance
What we need from you
- Trial balance / GL and supporting schedules
- K-1s received and issued, ownership changes
- Debt statements / loan activity, major transactions
- Prior year returns and workpapers (if available)
Lifecycle & transaction-related work
Admissions, redemptions, restructurings, and sale transactions require careful coordination of allocations, basis, and documentation. For transaction-focused support, see our M&A Tax Advisory service.
FAQs
- Do you help with partner changes and buy/sell events? Yes—planning and reporting coordination.
- Can you support multi-entity groups? Yes—structure and reporting consistency matter.