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Estate and Trust Tax Planning

estate tax planning

James Castaldo CPA & Associates has the strategies to minimize taxes and safeguard assets for estates and trusts. We have developed innovative tax planning techniques designed to reduce tax implications and maximize income for estates and trusts as well as their beneficiaries .

We offer an integrated plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan considers several options for minimizing estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, and what investments to consider. We will also accurately prepare personal and fiduciary tax returns, gift tax returns, and estate tax returns.

To learn more about our trust and estate tax planning services, contact our Lake George CPA firm now at 631-302-1945 or request your free consultation online.

Estate tax preparation and planning includes: