Trust + Estate

Whether you’re an individual or a family-owned business, addressing important decisions can often be delayed due to the emotional and intricate nature of end-of-life and family business transfer planning. Personal wealth and business affairs are often intertwined, further complicating the process of making plans for an uncertain future.

Trust and estate planning goes beyond mere financial matters. It encompasses your values, legacy, and the well-being of your loved ones. Trust us to guide you through this complex process, addressing the legal, financial, and emotional aspects of estate planning with care and expertise. 

We work closely with your existing advisors to deliver integrated wealth management solutions that will not only help you grow and protect your assets but also ensure a smooth transition from one generation to the next. We’ll be with you every step of the way.

Business Succession PlanningBusiness ValuationCharitable & Annual Income Tax Planning Estate Tax Return (Form 706) Preparation & Administration Fiduciary Tax Return Preparation & Administration Gift and Estate Planning Trust AccountingAct as Trustees and Admins

Business Succession Planning

Planning for the future is essential, especially when it comes to the long-term success of your business. Business succession planning is the process of preparing for the smooth transition of ownership and leadership to the next generation or a chosen successor. At HTB, we understand the importance of preserving your legacy and ensuring the continued prosperity of your business.

Our team of experienced professionals will work closely with you to develop a tailored succession plan that aligns with your goals and aspirations. We’ll help you identify potential successors, evaluate their readiness and create a roadmap for a seamless transfer of ownership and leadership.

Don’t leave the future of your business to chance. Our goal is to ensure a successful transition that minimizes disruptions and maximizes the value of your business.

Business Valuation

A business valuation is a formal process to estimate the value of a business and necessary in succession planning. It relies on the professional judgment of an analyst who weighs the nature of the business, its financial performance, local and national economic conditions, values of assets and related liabilities, plus any unique know-how or proprietary technology to arrive at an estimate of the value of the business. Visit our business valuation service page to learn more.

Charitable & Annual Income Tax Planning

Charitable giving and annual income tax planning go hand in hand when it comes to optimizing your tax strategy and making a positive difference in the community. We understand that this planning involves strategically managing your income, deductions, and investments to minimize your tax liability while maximizing your charitable contributions. It requires a deep understanding of tax laws, regulations and the ever-changing landscape of philanthropy.

HTB’s team of tax professionals is well-versed in the intricacies of charitable and annual income tax planning. We will work closely with you to identify tax-efficient strategies that align with your philanthropic goals. Whether you are an individual, family, or business, we’ll help you optimize your deductions, structure donations and ensure compliance with tax laws, ultimately maximizing your impact and tax benefits.

Estate Tax Return (Form 706) Preparation & Administration

Handling estate tax return preparation and administration requires meticulous attention to detail and a comprehensive understanding of tax laws and regulations. At HTB, we specialize in providing efficient and reliable estate tax services to help ease the burden during this challenging time.

Estate tax return preparation and administration involves accurately preparing and filing estate tax returns and managing the administrative tasks associated with the settlement of an estate. It requires expertise in estate tax laws, valuation, asset distribution and compliance.

We will guide you through the process, ensuring that all necessary forms and documentation are properly completed and submitted on time. Our meticulous approach minimizes the risk of errors, penalties and delays, giving you peace of mind during an already sensitive time.

Fiduciary Tax Return Preparation & Administration

Our goal is to ensure that your estate or trust’s income taxes are handled accurately and in compliance with the latest regulations. Our team will guide you through the entire process, from gathering the necessary financial information to preparing and filing the tax return on your behalf. 

Staying up to date with these changes can be a daunting task, especially for busy entrepreneurs and executives. By entrusting HTB with your Form 1041 needs, you can have peace of mind knowing that our experts are well-versed in the latest tax codes and requirements. We will ensure that your income tax return is accurate, maximizing deductions and credits while minimizing the risk of audits or penalties. With our service, you can focus on your fiduciary duties and leave the tax complexities to us.

Gift and Estate Planning

Secure the legacy of your business and understand the importance of long-term success and preserving your hard-earned assets. Our team possesses extensive knowledge and experience in assisting affluent individuals and others in devising customized estate and gift tax plans. Regardless of the size of your estate, or whether you possess a closely-held business or simply cherished family heirlooms and valuable possessions to bequeath, it is crucial to consider the implications of estate and gift taxes. Numerous tax planning strategies are available to optimize your ability to transfer wealth effectively.

Our comprehensive planning solution empowers you to navigate the complex landscape of gift and estate planning, ensuring a seamless transition for your business, your loved ones, and the next generation.

Trust Accounting & Reporting

Effective trust accounting and reporting provides clarity in financial matters, fosters goodwill with beneficiaries, and mitigates the risk of disputes or legal challenges. By implementing robust trust accounting practices, fiduciaries can demonstrate their commitment to sound governance, bolster their reputation, and foster long-term success.

At HTB, our experienced team specializes in trust accounting and reporting, offering tailored solutions to meet your specific needs. We’ll handle the complexities of trust accounting, including tracking transactions, preparing financial statements, and generating accurate reports. Our meticulous approach ensures compliance with regulatory requirements while providing comprehensive insights into trust performance.

Act as Trustees and Admins

When you entrust us to act as trustees and admins, we bring a deep understanding of complex tax laws and regulations to the table. We navigate intricate financial matters with ease, optimizing your assets and minimizing tax liabilities along the way. By leveraging our knowledge and experience, HTB develops comprehensive plans tailored to your specific needs and goals to oversee the day-to-day operations, financial matters and legal obligations of your trust or estate.

Professionals

Jill K. Kindler
CPA/CFF, CVA, JD

Ronald L. Gagnet
CPA, CVA, CFF

 

Advisory

Audit + Assurance

Business Valuations

Employee Benefit Plan Audits

Historic Tax Credit Services

Litigation Advisory Services

Mergers + Acquisitions

Outsourced Accounting Services

Tax Planning + Preparation

Trust + Estate Planning Services

Industries We Serve