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  • Trust CPA and Estate Tax Near Me
    We work with high net worth clients, and minimizing estate taxes is a critical goal Our comprehensive review and analysis of each client’s situation allows us to develop a custom plan We address all relevant federal and state tax exemptions, and use a variety of strategies to reduce the any estate tax liability These strategies include:
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    Planning ahead can offer greater control and privacy, which is why estate planning is an essential part of an individual’s overall financial plan Although estate planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure
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    Preparation of Estate, Trust and Gift Tax Returns We offer estate return preparation, for both federal and state, when required Our professional accountants stay informed on recent legislation regarding current filing requirements We consider post-mortem planning opportunities that may save your estate significant tax
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    Form 709 Gift Tax - $500 Form 706 Estate Tax - $4,000 Form 1041 Estate Trust Income Tax - $750 Partnering with Attorneys At Bulger CPA, we’re collaborative and enjoy partnering with attorneys to help their clients file estate tax returns with confidence We’re experienced in estate tax law, but don’t have to cover the overhead costs
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    These professionals also stay updated on the ever-changing tax landscape, ensuring that their clients remain compliant with any new regulations while taking advantage of any available tax benefits By effectively navigating the complex web of tax considerations, CPAs can help individuals and families protect and grow their assets, ensuring a
  • CPA Services: Estate and Inheritance Tax Planning – Why a CPA . . .
    2 Why You Need a CPA for Estate Planning Estate planning isn’t just about writing a will—it’s about protecting your assets and ensuring your loved ones aren’t left with financial headaches A CPA can: Minimize estate tax liabilities using legal tax planning strategies Advise on tax-efficient gifting to reduce taxable estate value





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