Complying with trust and estate tax law requires a professional experienced in such matters.
Morris and Associates has over 38 years’ experience solving and resolving our clients’ problems with the IRS, including for estate and trust matters.
The various tax rules for beneficiaries of income from trusts, depending on whether the trust is revocable or irrevocable, as well as the type of income received from the trust (i.e., interest vs. principal distributions).
If you have questions regarding your Form 1041 or your trust’s K-1 schedule, give us a call.
If you are the executor of an estate, it’s understandable if your duties seem overwhelming. If you have questions regarding a Form 706 or Form 1041, please give us a call.
Contact Morris and Associates today for a FREE consultation to discuss your estate and trust’s tax compliance and ways to ensure you protect your assets.