Estate and Trust Accounting

Estate and trust planning

At Mark E. Feinsot, CPA we know that good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations. Our New York City CPA firm has extensive experience developing estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes. Our estate planning services will maximize what your beneficiaries receive and give you peace of mind.

When you work with Mark E. Feinsot, CPA, we will meet with you to discuss your goals and objectives then recommend strategies for developing a plan that meets your needs. Call us at (212) 631-0320 today to discuss our estate and trust accounting services or request a free initial consultation online to get started.

Estate and trust planning services:

  • Preparing a comprehensive estate plan
  • Estate planning
  • Estate tax returns
  • Gift tax returns
  • Trust planning and charitable gifting
  • Succession planning and business continuation
  • Buy/sell agreements
  • Valuation services
  • Preparing your trust for ease of administration
  • Ensuring proper documentation, funding and accounting
  • Assistance choosing other professionals like attorneys, life insurance professionals, trust officers, and financial planners

ctc logoMark Feinsot has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you. Learn more

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Mark E. Feinsot, CPA can help you reach your financial goals.