Family and Estate

Tax Compliance Services

Preparation of Estate Tax Returns

Beyond the preparation of filing of estate tax returns, Warren Averett professionals can assist Executors (Personal Representatives) with various options and elections to be considered, post mortem planning, and income tax issues for the estate. 

Preparation of Gift Tax Returns

Warren Averett professionals are often called upon to consult with clients regarding a gift program, including insurance trusts and the affect the premium may have on the gifting program, and helping to consider all available options.

We can also help with complicated issues such as generation skipping tax, annual exclusion, exemption amount, and basis of transferred property .

Preparation of Fiduciary (Trust) Income Tax Returns

In addition to the standard preparation and filing of fiduciary income tax returns, Warren Averett consults with Executors (Personal Representatives) and Trustees regarding details of trust documents and wills, and can advise them regarding the numerous income tax issues involved with an estate or trust.