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- Harold R. Wenner, CPA works with you in your role as a trustee
or administrator in your fiduciary duties of a trust or estate by:
- Assisting you with tax compliance and tax planning -
understanding that actions at the trust or estate level have tax implications
for the entity and for beneficiaries.
- Assisting and coordinating matters with your trust's or
estate's attorney and other advisors - Harold R. Wenner, CPA understands that there
is legal complexity involved with the administration of trusts and estates
and that a synergistic relationship between the entity's CPA and its
legal advisor and other advisors benefits the client.
- Being available for accounting advice or services, if
required - Harold R. Wenner, CPA understands that some trust and
estate legal documents require a formalized accounting.
In Summary, your benefits utilizing these services offered by Harold
R. Wenner, Ltd.
- Harold R. Wenner, CPA understands that trusts and
estates have tax, legal, and financial characteristics unique to them that
require coordination between various members of the entity and its
professional advisors.
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