Full fiduciary, trust and investment management tax outsourcing services for financial institutions, trust companies and brokerage and custody operations.
Our WMTS practice is the leading provider of a full suite of fiduciary, trust and investment management tax outsourcing services for financial institutions, trust companies and brokerage and custody operations. We have specialists in virtually all areas of fiduciary taxation such as generation skipping transfer (GSTT) tax, charitable and state tax. This means access to unmatched industry insights and perspectives that will strategically position you so you can better serve your clients.
We are prepared to deliver on your needs, and drive immediate value and results for your fiduciary tax function. We leverage our people and our technology to provide you a thorough tax service, including:
We offer an experienced, dedicated team to provide charitable tax services. Taxation of charitable entities is a high-risk area for fiduciaries, and our clients find value in our dedicated resources in this regard. We will prepare and review your charitable returns using our dedicated team. This will help you receive high-quality deliverables and visibility into the latest industry issues and trends.
We have been supplying custodians with 990-T compliance solutions for over fifteen years. The taxation in this area is complex and PwC leverages their experienced team and national practices to deliver a comprehensive solution. As the tax compliance rules change within this segment, PwC can help you navigate through the process to meet your compliance obligations as custodian.
PwC has deep professional generation skipping transfer knowledge embedded directly within the trust tax practice. We can help manage this high risk area.
Wealth Management Tax Services Leader, PwC US
Partner, Wealth Management Tax Services, Pittsburgh, PwC US
