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Trusts and Estates

Skilled and compassionate services for families and trustees.

Trusts & EstatesRoxana Moolla2021-02-25T14:29:36-08:00

Trusts and Estates

We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries.

In addition to compliance work, we advise in tax planning and in litigation matters, including court accounting and family disputes.

Services include:

Tax planning and compliance
Trust funding
Administrative and accounting services
Calculation of distributions to beneficiaries

More Client Types

CLOSELY-HELD BUSINESSES

Closely Held Businesses

We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established.

EMPLOYEE BENEFIT PLANS

As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business.

HIGH NET WORTH INDIVIDUALS

Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law.

NON-PROFITS

We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity.

PRIVATE FOUNDATIONS

We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status.

REAL ESTATE

For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships.