Over the years, many of our trust and estate clients and their trustees/family members have reached out to us with questions that their CPAs or tax preparers have not readily been able to answer about their responsibilities to prepare tax returns as well as how, when and to whom distributions from certain types of irrevocable trusts should be made.
If you are one of these clients, trustees, or family members, then the Alperin Law Tax Department has been created for you!
Tax Season is Here!
If you are interested in having us help you prepare your taxes due to a unique situation, please contact us as soon as possible! We are accepting a LIMITED NUMBER of tax preparation clients this tax season. Don't miss your opportunity to have Alperin Law ease your tax-time stress!
Unsure What Your Responsibilities Are This Tax Season?
Deceased Persons - Getting Information from the IRS
Find out how to receive tax information of a decedent or their estate.
Understanding the General Duties as an Estate Administrator
Learn about the general responsibilities of the legal representative for the decedent and his or her estate.
Filing the Final Return(s) of a Deceased Person
Learn about filing requirements, getting transcripts and payment arrangements.
Filing the Estate Income Tax Return (Form 1041)
Explanation of filing requirements and how to get an EIN for the estate.
Selling Real Property that is Part of the Decedent’s Estate
Provides instructions on how to obtain a release of lien on the decedent's property.
Filing Estate and/or Gift Tax Returns (Forms 706 or 709)
Provides links to various topics on Estate and Gift tax issues.
Interested in Tax Help from Alperin Law?
For more information, please complete the form on this page. We look forward to helping you!