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SERVICES

TRUSTS & ESTATES

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.
Trending Insights

Stress Testing Tax Strategies in Uncertain Markets

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ADDITIONAL INSIGHTS

Accounting

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Revolutionizing CPA Licensure

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Invoice and Reconciliation Automation Efficiency

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ERC Tax Credit Update

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Unlocking State Tax Savings & Exclusions

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Understanding Gift Tax Considerations for Buy-Sell Obligations

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TAILORED SERVICES

Industries Expertise

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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

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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

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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,

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Tax Credits: Inflation Reduction Act of 2022

The Inflation Reduction Act offers organizations unique opportunities to leverage tax credits and drive innovation—unlock significant savings today by discovering how your organization can cash in on substantial discounts with these valuable incentives. The Inflation Reduction Act (IRA) introduces over 70 dynamic tax credits—ranging from investment and excise to production

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Embracing Risk for Opportunity

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Tokenization: A Catalysis for Change in Financial Services

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Want to cut costs and improve cash flow? Discover how optimizing your physical inventory process can boost efficiency, reduce errors, and give your business a competitive edge. Effective inventory management plays a pivotal role in controlling business expenses. While many focus on sales, marketing, or production costs, inventory management—specifically physical

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In the organization of a fast-paced and rapidly changing business environment, tomorrow is a priority today. Perhaps nowhere is this more so than in leadership. A leader pipeline is an organized process through which an organization identifies, nurtures, and develops the next generation of leaders. Thus, it’s critical to the

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Shaping the Future of Strategic Planning

Advanced technologies such as ML, AI, and big data analytics unlock powerful insights to drive smarter decisions and sustainable growth for the organizations involved. Today’s fast-paced business landscape has advanced much beyond mere guesswork and static spreadsheets in terms of strategic planning and forecasting. If you’re still relying on traditional methods

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Cost Optimization Takes Center Stage for CFOs

Amidst soaring inflation and market volatility, CFOs are prioritizing cost optimization, revealing how fractional CFO services can empower organizations to enhance efficiency and seize growth opportunities. As we move into the coming year, many Chief Financial Officers (CFOs) are placing a strong emphasis on cost optimization amid a backdrop of economic

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Enterprise Risk Management (ERM) Blueprint

In today’s fast-paced and complex business environment, organizations across all industries are grappling with increasing challenges and risks. The ultimate solution lies in implementing an effective Enterprise Risk Management (ERM) program, which not only addresses risks but also enhances overall business strategy. What is ERM?Enterprise Risk Management (ERM) is a

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Leveraging Data Analytics in Private Equity

Discover how data analytics is revolutionizing private equity, empowering firms to uncover hidden opportunities, minimize risks, and make smarter, faster decisions that drive long-term growth and outperform competition. As markets become more intricate, private equity firms (PEFs) are increasingly turning to data analytics as a strategic tool to enhance decision-making, optimize

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Unlocking Efficiency with Tax Technology Solutions

Discover how tax technology solutions can streamline compliance, improve accuracy, and reduce tax liabilities. Learn about the latest tools transforming tax operations for businesses of all sizes. IntroductionIn today’s digital landscape, businesses are turning to tax technology solutions to manage complex tax requirements more effectively. These advanced tools not only

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