Trust and estate Services

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We offer our clients a distinctive blend of accounting and fiduciary services. As accountants and consultants, we undertake the responsibility for: preparing fiduciary tax returns for trusts, estates and guardianships; management of client assets as trustees and executors; and also provide tax advice to our clients and their families.

The staff at Isdaner & Company, LLC understands the importance of planning properly to ensure financial security for you and your heirs. The appropriate estate planning can provide solutions to anticipated problems and allow you to assert control over the future of your assets.

We help you to maximize your wealth and minimize taxes every step of the way. Our team works in tandem with other professional advisors to develop a comprehensive plan. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives, financial planners, and family offices to achieve your objectives.

Our professionals have the in-depth knowledge and understanding of the complexity of fiduciary tax laws and the compliance issues of federal and state tax filing requirements. Issues such as fiscal year selection, basis adjustments and timing of distributions require the specialized knowledge we offer. Our combined team has over 20 years of fiduciary tax experience.

Our careful planning allows our clients to take full advantage of available credits and deductions. We realize the timing of expenses or offsets is essential in maximizing tax benefits to our clients.

Our clients include family offices, trustees, beneficiaries, executors, and attorneys that need timely and professional preparation of fiduciary tax returns and the review of wills and trusts for tax considerations.

TRUST & ESTATE SERVICES INCLUDE:

  • Estate Accounting and Fiduciary Income Tax Return Preparation
  • Trust Accounting and Fiduciary Income Tax Return Preparation
  • Estate and Trust Administration
  • Wills and Trusts Review

For More Information Contact...

Sharon Greenberg

(610) 668-4200

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Jonathan Hoffman

(610) 668-4200

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Scott Isdaner

(610) 668-4200

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