Our Services
Estate & Trust
Your partner through changes
Preserving One’s Assets is one of the Oldest Traditions Known. Within this tradition, we at Couch & Associates respect the intentions and wishes of our clients while guiding them through the process of complying with state and federal tax and accounting requirements for estates and trusts. We are committed to bringing together the best of both worlds.
We partner with executors, administrators, conservators and money wealth managers to manage ongoing accounting and to prepare the appropriate tax filings for trusts and estates.
We commonly work through a handful of areas
Identify and prepare tax elections when appropriate
Prepare the descendants' final tax return with the initial corresponding trust or estate tax return
Preparing the beneficiary K1’s
Tracking the step up in basis of assets
Work with trustee(s), executor, attorney, and wealth managers to determine the property allocation of assets between trusts, such as A-B trust (also called bypass or credit shelter trust)
Work with trust and fiduciary accountants
Strategize to offset capital gains
Determine the best place to recognize income across the entities involved
Establish how beneficiaries report income they receive from an inheritance
Estate & Trust
Pricing
Starting at