Our rock-solid experience helps you navigate the complexities of trusts and estates

As you work with your attorneys and financial advisors to create an asset transfer plan, RitzHolman CPAs can help you analyze the tax impact of your decisions. Our team has years of experience and has a network of resources dedicated to protecting your legacy.

RitzHolman's Unique Approach

Once your trust and estate plans are in place, we work collaboratively with trustees and executors to offer services including:

  • Gift, trust and estate tax planning
  • Distribution planning
  • Trust and estate income tax returns
  • Estate tax returns
  • Gift tax returns
  • Annual trustee accounting schedules