Trust Taxes
Our trust tax services help individuals and families navigate the complex world of trust taxation, ensuring compliance with tax laws while maximizing tax efficiency and preserving wealth for future generations.
Preserve your legacy through effective trust tax planning
Trusts are powerful tools for wealth preservation, asset protection, and estate planning. However, they come with complex tax obligations that require specialized expertise to navigate effectively.
Our team of trust tax specialists provides comprehensive services to help you understand and fulfill your trust's tax obligations while identifying opportunities to minimize tax liability and maximize the benefits of your trust structure.
From trust formation to ongoing administration and tax compliance, we work closely with trustees, beneficiaries, and their advisors to ensure that your trust achieves its intended purpose while remaining tax-efficient.
Service offerings
Trust Tax Compliance
Trust Tax Planning
Estate Tax Planning
Gift Tax Planning
Trust Administration
Charitable Trust Planning
Special Needs Trust Planning
Trust Litigation Support
Client Testimonials
Mike A.
Cranston, R.I.
Strategic. Trustworthy. Effective.
I was referred to Fortress Tax & Trust by a business associate. Their ability to use my pass through and business trusts in order to significantly reduce tax liabilities has been nothing short of amazing. When I have tax questions, they have answers. I have been sleeping much better at night.
