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  3. Trusts and Estates

Trusts and Estates

What does it mean to understand the tax and accounting issues associated with trusts and estates?  Due to the wide range of trust types, from GRATs to CRUTs, from ILITs to IDGTs, and everything in between, there are a number of issues and reporting requirements to consider.

What happens in the year someone dies without a trust?  Is the income reported differently?  How does an A-B trust split at the first spouse's death?  Does the income tax compliance change?

The Udall CPA Group has the experience needed to "sift through" the details and understand what the trust-maker intended, how the income should be reported to the IRS, and what accounting is necessary for beneficiaries of the trusts or estates.  Additionally, we offer assistance with the administration of estates and/or trusts when necessary (including A-B splits).

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Las Vegas | Henderson

1528 W Warm Springs Rd, #120
Henderson, NV 89014
P: (702) 433-5757 | F: (702) 433-5589

Phoenix | Gilbert

1425 S Higley Road, #106
Gilbert, AZ 85296
P: (480) 558-2007 | F: (480) 558-2027

Phoenix | Scottsdale

9465 E Ironwood Square Dr. #100
Scottsdale, AZ 85285
P: (480) 491-3900 | F: (480) 491-3800

Salt Lake City | Fort Union

7396 S. Union Park Ave. #101
Midvale, UT 84047
P: (801) 999-4604 | F: (801) 261-9094

 

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