Trusts and Estates Tax Services

CK Tax Services LLC provides comprehensive trusts and estates tax services for individuals, families, family offices, family businesses, and corporate fiduciaries.Our services will help minimize tax on transfers of wealth, provide family planning and planning for future generations, and meet charitable objectives. Our team handles all aspects of estate, gift, and trust tax planning and compliance including (1) estate and gift tax preparation; (2) fiduciary income tax preparation; (3) multi-generational wealth transfer planning; (4) business succession planning; (5) charitable gifting strategies and related tax filings; and (6) trust administration.

Estate & Gift Tax Return Preparation

CK Tax Services LLC has substantial experience in the preparation of estate and gift tax returns and closely coordinate the tax preparation with our estate planning services to create optimal results for clients. Our experience includes an in-depth knowledge of the federal and state estate and inheritance tax laws.

Fiduciary Income Tax Return Preparation

CK Tax Services LLC has extensive experience in providing tax services for trusts and estates. Given our experience, we have significant experience with preparation of fiduciary income tax returns including probate estates;simple, complex, and foreign trusts; and charitable remainder and charitable lead trusts. As a result of our teams’ experience drafting the legal documents and preparing the fiduciary income tax returns, we have a deep understanding of the interaction between the planning vehicles, the fiduciary income tax returns, and the individual tax returns of the grantors and beneficiaries. This allows our team to provide comprehensive services in a practical manner, not only do we understand the estate planning objectives, but in carrying out the planning we can think through all of the tax reporting requirements and tax planning opportunities that will arise on an annual basis.