Andersen Tax

Andersen Tax


Fiduciary Income Tax Compliance & Planning

Andersen Tax has an experienced team of professionals committed to assisting clients in navigating the complexities of fiduciary taxation. We provide comprehensive fiduciary compliance and an array of sophisticated consulting services to institutions, families and foundations.

We bring the advantages of our specialized approach to the fiduciary tax return process. We are experienced in the preparation of returns for large estates, simple and complex trusts, charitable trusts, as well as:

  • Assisting with structuring of trusts and foundations as part of comprehensive wealth transfer planning
  • Assisting individual trustees and executors in the execution of their roles and responsibilities
  • Assisting tax-exempt entities in all aspects of compliance including excess benefit transaction rules and private foundation rules
  • Tax compliance for trusts, estates and foundations, as well as trust and estate administration
  • Structuring gifts, bequests and beneficial transfers to charitable organizations
  • International fiduciary planning and compliance