Get the Financial Guidance You Need to Preserve Your Assets
Cohen CPA Strategies LLC helps you best preserve and distribute assets by providing expert trust and estate guidance.
Are you trying to preserve the assets you’ve worked hard to build for your family? Have you been assigned as an executor or trustee of an estate? Are you unsure of the best way to proceed?
Trust and Estate laws vary from region to region. It takes specialized knowledge to stay on top of the legal and financial aspects of setting up and distributing the assets they hold.
It’s impossible to set up an estate or trust unless you are or know a lawyer. And the legal part of this asset protection tool is just the beginning. Handling the financial matters related to distribution and taxes can leave you frustrated and confused.
On the other side of the equation, being named an executor or heir of an trust or estate has its own challenges. Understanding what the law expects and what the law allows can be daunting during an already trying time.
Preserve Your Assets
Understand your options
Comply with reporting requirements
Minimize estate/gift tax liabilities
Understand the Process. Protect Yourself and Your Loved Ones
Setting up an estate is a challenging task. Making the right choices and creating the ideal protections require specialized knowledge. You need to understand very specific rules and regulations that can vary widely by state. Failure to get it right can result in higher taxes. This can have a serious impact on your financial legacy.
Closing an estate is a time-sensitive project with legally mandated deadlines. You need to be aware of all required reporting and filing requirements. You need to make sure your personal returns relate properly to the estate returns. You can’t afford to become personally liable for something you don’t understand or have experience managing.
At Tributum, our CPA tax professionals know both sides of the trust and estate process. We give clear guidance on tax filings and how they impact heirs and beneficiaries. We provide fiduciary accounting and reporting to protect trustees and executors.
We have 2 primary goals: to ensure you understand the process and most importantly to preserve your asset values. We remain aware of the sensitive nature of this work and guarantee compliance with all local, state and federal regulations. Please let us help you!
Here’s what you get from Cohen CPA Strategies LLC:
- Complete estate/trust planning
- Fiduciary accounting and reporting
- Clear regulatory guidance
- No compliance risk
- Minimal tax burden
It’s easy to work with us, here’s how:
Schedule a Complementary Tax Consultation
Receive a Free Tax Review and Management Plan
Review Our Recommendations and Determine Fit
Engage Cohen CPA Strategies LLC To Implement Your Tax Solution
You’ve worked hard to build your wealth. You’ve exercised fiscal discipline and prudent investing. You have every right to preserve your financial legacy. Unfortunately, inheritance laws can take a big bite out of your gift. It might seem unfair, but the system is designed to extract every tax dollar it can get. Failure to understand the process and take the right steps will dwindle your assets. Don’t let that happen. Call Cohen CPA Strategies LLC today to schedule your complementary trust/estate tax consultation.