AALogo wht 447x88
AALogo wht 447x88
iStock 000004528559 Small
iStock 000004528559 Small

SERVICES

TRUSTS ESTATES

SCOPE

TRUSTS ESTATES

Contact Us

SCOPE

Preserve Your Legacy

Trusts and estates are evolving in response to changing tax laws and client needs to navigate tax planning and wealth transfer, adapting to changing laws and alternative assets.
of Trusts Are Created to Avoid Estate Taxes and Preserve Wealth
45 %+
of Estate Settlements Face Delays Due to Poor Planning or Disputes
30 %+
of Family Businesses Fail to Reach the Second Generation Due to Lack of Succession Planning
58 %+
of Estates in Probate Lose Wealth Due to Delays, Fees, and Taxes
80 %

OUR EXPERTISE

Expert Guidance for a Peaceful Future
We provide expert guidance in estate planning, trust administration, tax planning, probate, and asset protection to help clients navigate complex legal and financial matters.
  • All Posts
  • Accounting
  • Compliance
  • Corporate Tax
  • International Tax
  • People & Culture
  • Private Tax
  • Risk Advisory
  • Strategy
  • Tax Administration
  • Technology
shutterstock 2396864143 2446x1625

STATE & LOCAL TAX

SCOPE Simplify Your Path to Growth As businesses expand their footprint, they face a complex web of state and local…

Read More
shutterstock 1588752748 2425x1617

INDUSTRY CONSULTING

SCOPE Expertise in Innovation and Strategy Companies are increasingly seeking guidance on integrating advanced technologies, adopting eco-friendly practices, and utilizing…

Read More
Load More

Trending Insights

Private Tax Filing Checklist

,

State Income Tax

High Net Worth Tax Strategies

ADDITIONAL INSIGHTS

Accounting

, ,

AI Accounting: Revolutionizing Financial Management

Evolution of Cloud Accounting Software

,

RPA in Finance & Accounting Applications

,

Preparing Your Business for Lease Accounting Changes

, ,

Unlocking Efficiency with Tax Technology Solutions

The Future of Remote Accounting Operations

TAILORED SERVICES

Industries Expertise

shutterstock 2284126663 2340x1560

Knowledge

At Applied Accountancy, our team is dedicated to providing comprehensive guidance and expert advice on all aspects of trust and estate planning. From customized trust agreements to will preparation, probate avoidance strategies, and estate tax planning, we help individuals and families protect their assets and ensure the smooth transfer of wealth to future generations. Our experienced attorneys also provide trust administration services, including investment management, tax compliance, and distribution of trust funds. Additionally, we offer dispute resolution services to resolve any conflicts that may arise related to wills, trusts, and estates.

Featured Resources

shutterstock 1909533559 2500x1667

Hidden Culture Costs and Path to Authenticity

Is Your Organization Paying the Price for a Toxic Culture? Uncover the Hidden Costs and the Path to Authenticity. In the modern business environment, organizational culture plays a pivotal role in determining success. A negative workplace culture can have profound implications and hidden costs that significantly impact a company’s bottom

shutterstock 2300634449 2500x1663

Clean Fuel Production Credit 2025

On May 31, 2024, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) issued Notice 2024-49, which provides important guidance on the clean fuel production credit established by the Inflation Reduction Act (IRA). This credit, detailed in section 45Z of the Internal Revenue Code, is designed to promote the production

shutterstock 2428062875 2372x1333

Unveiling the Biggest Supply Chain Challenges of 2024

Supply chain challenges are poised to escalate in 2024. Stay ahead of the curve by tackling these key issues to enhance resilience and drive growth. As global commerce evolves, supply chains are crucial in connecting producers, manufacturers, and consumers. However, this complex web of logistics faces significant challenges in 2024.

shutterstock 290106392 2500x1669

Navigating the Shifting Landscape of the Insurance Industry

In recent years, the insurance industry has faced a wave of crises that have fundamentally challenged the stability insurers have long relied on for predictable risk pricing and consistent growth. From natural disasters to political unrest and economic turmoil, these disruptions are reshaping the landscape of risk assessment and management, leaving insurers to

shutterstock 2342416523 2500x1674

Digital Acceleration 2024 Outlook

What will it take for your business to stay competitive in 2024’s fast-evolving digital landscape? Explore the game-changing trends in automation, data, customer experience, and cybersecurity that will define success in the year ahead. As we move into 2024, the global business landscape remains in a state of flux. While

shutterstock 2396864143 2446x1625

Latests Changes to U.S. Corporate Tax Laws

Stay updated with the latest changes in U.S. corporate tax laws for 2024. Discover key tax reforms, updates on deductions, credits, and new regulations that impact businesses. IntroductionWhether it’s a company, small or large, you need to understand how to navigate through corporate tax laws and what has lately changed

shutterstock 1366857242 2500x1667

ERC Tax Credit Update

Covid-19 StimulusThe “ERC” is the Employee Retention Credit, or ERTC (Employee Retention Tax Credit), initially announced by the IRS in 2020 to supplement businesses affected by Covid-19. At a high-level, the ERC credit would refund a portion of wages as an incentive for retaining employees during the U.S. economic shutdown

shutterstock 2362078849 2458x1229

Automation & Artificial Intelligence on Accounting Efficiency

With AI managing data entry and analysis, accountants now have more time to focus on strategic decision-making and advisory work, opening doors to new growth opportunities. Automation is changing the game in accounting, redefining traditional roles and relieving professionals from repetitive tasks. This article looks at how automation is impacting accounting

shutterstock 2331635783 2245x1684

The Rise of Virtual CFO Service

Virtual CFO (vCFO) services offer scalable, on-demand leadership support. that use automation, data analytics, and cloud-based technology as a remote service. As companies increasingly adopt digital tools, the function of the virtual CFO is set to grow. Organizations should anticipate that vCFOs will take on a bigger role in automating workflows,

shutterstock 2498121251 2500x1401

How Finance Teams Can Drive Sustainable Growth

As sustainability becomes a business essential, finance teams are at the forefront, driving both financial growth and environmental impact by integrating ESG factors into every decision. Now is the time to assess if your financial team is ready to lead the charge. Sustainability has become a core business imperative, with

shutterstock 1602077743 2500x1667

CFOs Are Outsourcing Accounting Functions

Is the growing accounting talent shortage putting pressure on your business? Explore how outsourcing can help bridge this gap, streamline operations, and ensure your financial functions stay on track. The growing talent shortage in accounting and finance is a pressing challenge for many business owners. As qualified professionals become harder to

shutterstock 2435055163 2500x1406

How AI Enhances Efficiency in Corporate Tax Compliance

AI is raising the bar with respect to the efficiency of tax processes, reducing human error, and freeing tax professionals from low-value tasks. Accuracy has long been the cornerstone of success in the dynamic world of corporate tax compliance. There is nothing more important than ensuring that calculations are correct,

See All Resources

READY TO TALK?

Contact us to learn more about our services and how we can assist you.

To connect with one of our experts, use the following form, and we'll respond promptly to your inquiry or question.
Also of Interest:      Resources      Industries      Contact