Trust and Estate Tax Expertise
Estates and non-grantor trusts must file income tax returns just as individuals do. At Claremont Management, we can assist you in the preparation of these returns; as well as analysis of the tax implications at either the entity or beneficiary level. It is important to take into consideration the tax brackets of the intended beneficiaries when the estate planning process begins or trusts are being form to maximize distributable income and minimize the tax burden.
At Claremont, we have a broad range of experience in Trust and Estate Taxes, as well as in related areas, such as business succession plans.
Claremont Management Corp. is an accounting and tax preparation service based in Arlington Heights, IL. We welcome new clients and offer competitive rates.
Ready to get started?
Give us a call today at (847) 398-7010 or submit the form below to schedule your free consultation.