Charitable tax services
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.
Custodian and broker services
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.
- Client portal enhances reporting and analyzes data based on current holdings and historical data
- Machine learning extracts, parses, and applies applicable tax rules, calculates footnotes from K-1s for fund-of-funds clients,and increases the quality of work
- Analytics solutions analyze “what-if” scenarios for legislative proposals
- Natural-language processing tools scan public filings to extract and distill information for benchmarking
- Web-based collaboration facilitates real-time data interaction, expedites the return process, and enables secure two-way communication