INDIVIDUALS
ESTATE – TRUST – PROBATE
Secure your Legacy with Peace of Mind: Count on Our Team of Trust & Estate Experts
Leave the complexities of fiduciary accounting to us and ensure a favorable outcome for your trustees. Our team of trust and estate experts is well-versed in the intricacies of federal and state tax laws and filing requirements. Including a CPA and Attorney with a state of Texas certification as an estate planning and probate specialist, boasting over two decades of expertise. Our team also includes additional team members with expertise in financial planning for estates.
These experts provide strategic guidance to affluent individuals and their trusted advisors to help them effectively define their trust document intentions while identifying opportunities to minimize tax liabilities. Our team excels at facilitating the seamless transfer of wealth to future generations.
Our trust and estate team can review your estate documents and provide strategic guidance for optimizing your plan for success. We collaborate with your existing advisors to create a customized plan for you.
Fiduciary Accounting Services
- Fiduciary income tax return preparation
- Estate tax return preparation
- Estate inventory preparation
- Fiduciary accounting preparation
- Estate and trust administration support, including:
- Making the appropriate income tax, estate tax, and GST tax elections
- Optimizing the timing and choice of assets to distribute to beneficiaries
- Assessing the effects of potential outcomes and developing options in fiduciary litigation, mediation, and negotiation
ESTATE PLANNING & CONSULTING
Let’s Maximize Family Wealth and Minimize Taxes.
You’ve worked hard to earn your wealth; we’ll work hard to protect it. The Innovative CPA Group can help simplify your personal estate planning — from multigenerational wealth transfer to trust monitoring to strategic gifting and more. If you need help making sense of your estate planning, you can rely on our team every step of the way.
When it comes to estate planning, our job as accountants is to formulate goals, outline objectives, and devise strategies to effectively distribute assets while ensuring the financial well-being of your loved ones, acquaintances, and philanthropic causes upon your passing. Leveraging our expertise with the financial markets and tax legislation, we are equipped to meticulously assess your estate plan and offer strategic guidance on optimal practices.
How We Can Help You Secure Your Legacy
Our team of trust and estate experts is well-versed in the intricacies of federal and state tax laws and filing requirements. Including a CPA and Attorney with a state of Texas certification as an estate planning and probate specialist, boasting over two decades of expertise. Our team also includes additional team members with expertise in financial planning for estates.
These experts provide strategic guidance to affluent individuals and their trusted advisors to help them effectively define their trust document intentions and manage their financial assets while identifying opportunities to minimize tax liabilities. Our team excels at facilitating the seamless transfer of wealth to future generations.
Our trust and estate team can review your estate documents and provide strategic guidance for optimizing your plan for success. We collaborate with your existing advisors to create a customized plan for you.
Partnering with Estate Planning Attorneys
The Innovative CPA Group partners with distinguished attorneys and financial institutions to provide holistic services to our clients. Our team of experienced accounting professionals is committed to working with our partners ensuring optimal outcomes for our clients. We actively exchange insights and assets, fostering a culture of knowledge-sharing, and jointly addressing specific matters when required.
Estate Planning Consulting Services
- Evaluation of current and proposed provisions in wills and trusts
- Development of client-specific estate planning strategies focusing on:
- Estate tax, gift tax, GST tax, and income tax minimization
- Asset protection
- Business succession
- Charitable giving
- Special needs of beneficiaries
- Implementation of estate planning strategies, including:
- Gift tax return preparation
- Beneficiary designations
- Trust funding
American Institute of CPAs (AICPA) Estate Planning Certified
Our Trust and Estate Team
Director
Director
Senior Accountant
Senior Accountant
Contact Us
Whether you know exactly what accounting service you need or have a tough question, The Innovative CPA Group team is here and ready to help. Let’s collaborate to accomplish your personal or business goals.