Wealth Management Tax Services (WMTS)

The leading provider of a full suite of fiduciary, trust and investment management tax compliance solutions

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.

• Fiduciary income tax preparation (1041)
  Preparation of federal and state fiduciary returns for Revocable and Irrevocable trusts.

• Investment management/custody 1099
  Streamlined generation, review and e-filing of consolidated 1099 tax reporting packages.

• Charitable trusts and planned-giving tax
  Comprehensive compliance services for institutionally administered split interest entities as well as customized services for educational and charitable planned giving relationships.

• Foundations and exempt organizations.
  Philanthropic expertise to assist in positioning non-profits for success and mitigate risk.

• Estate and Generation Skipping Transfer
  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.

• Estate and Death Tax compliance (706)
  Dedicated team that specializes in providing estate transfer tax services.

• Non-resident alien tax compliance (1042S)
  Preparation and filing of Forms 1042/1042S as well as other required foreign tax filings for trusts and/or trust beneficiaries.

• IRA reporting (1099R and 5498)
  Streamlined generation, review and e-filing of Form 1099-R and Form 5498 for Individual Retirement Accounts.

• Custodian tax reporting (990T)
  An end-to-end tax reporting solution encompassing compliance services related to Individual Retirement Accounts (IRAs) and Unrelated Business Taxable Income (UBTI).