Lee, Sperling, Hisamune Accountancy Corporation's professional staff have extensive experience in the practice areas of fiduciary, estate, exempt organization and gift taxes. We offer a wide range of services and experience in the compliance, planning and IRS representation arenas. A representative listing of our fiduciary tax services is presented below:
|
 |
Tax Compliance:
- Estate and Trust Income Tax – Federal Form 1041 and applicable state forms. These include grantor, simple and complex trusts.
- Tax Exempt Organizations – Federal Form 990, 990-T and 990-PF and applicable California Forms 199,109 and RRF-1
- Estate and Gift Tax – Federal Forms 706 and 709
- Prepare periodic and annual reports
- Maintain trust accounting
- Consultation to trustee and executors
Tax Planning:
- Charitable trusts – lead and remainder trusts; pooled income funds.
- Estate planning; marital and residuary trusts.
- Gift planning.
- Charitable giving.
- Private foundations.
- Executive compensation planning; non-qualified deferred compensation arrangements.
- QSST’s – Qualified Subchapter S Trusts.
- Education trusts.
|
IRS Representation:
We represent many of our clients before the IRS or California Franchise Tax Board each year. We have an impressive record for negotiating favorable settlements on behalf of our clients
Contact us to find out how we can support you and your organization..
|
|
