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providing trust tax services
national and regional trustees that engage a third party chose PwC
full-time, dedicated trust tax professionals
of experience, on average, for directors, senior managers and managers
PwC's WMTS practice is the industry leader for trust tax and can support you to improve your client's customer experience with extensive industry knowledge.
We have subject matter specialists in virtually all areas of fiduciary taxation such as philanthropic services, estate taxation and generation skipping tax (GST).
Our fiduciary tax compliance solutions, leverages our knowledge of the industry and gives you access to resources, processes, and innovative technology tools we have developed to help you focus on your organization's strategic priorities and enhanced customer experience.
Preparation of federal and state fiduciary returns for Revocable and Irrevocable trusts
Streamlined generation, review and e-filing of consolidated 1099 tax reporting packages
Comprehensive compliance services for institutionally administered split interest entities as well as customized services for educational and charitable planned giving relationships.
Philanthropic expertise to assist in positioning non-profits for success and mitigate risk
Provides assistance with a wide range of GST issues including: qualified severances, modification of grandfathered trusts and zero inclusion ratio trusts, calculation on inclusion ratios for trusts and penalty abatement.
Dedicated team that specializes in providing estate transfer tax services
Preparation and filing of Forms 1042/1042S as well as other required foreign tax filings for trusts and/or trust beneficiaries
Streamlined generation, review and e-filing of Form 1099-R and Form 5498 for Individual Retirement Accounts