Estates, Trusts and Gift Tax

Offering a robust line of productsto meet your personal and business needs

Rely on us to help secure your legacy and more

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Whether you are a high net worth individual whose estate plan includes several trusts, the newly named executor of a family member’s estate, a parent wanting to gift a sizable portion of a down payment to a child, or anyone else with a question about trusts, estates, and gifting, Fiore CPA stands ready to help.  We will make sure that you understand the strategies and tax implications of your estate and gifting plan and will help you comply with the complex filing requirements.

We work in coordination with your attorney and other advisors to ensure that your estate and gift plan minimizes estate and gift taxes while carrying out the objectives of the plan.  Below are some of the services with offer to help our clients achieve these goals.

  • Trust accounting and tax return preparation (U.S. & non-U.S. citizens)
  • Estate and gift tax planning (U.S. & non-U.S. citizens) and compliance
  • Retirement and business succession planning