WHY A CPA FIRM SPECIALIZING IN ESTATE AND TRUST ADMINISTRATION
Taxable Estates - Gardner Estate & Trust CPA was established to help you learn how to properly use the trusts your attorney created. Ronda Gardner, CPA, has over 25 years of experience in accounting and taxation. She started this unique CPA firm specializing in estate and trust accounting and taxation after observing the costly damage that can be done when there is inadequate or inexperienced follow up on estate plans.
Each year thousands of people meet with their attorneys for estate planning which almost always results in the creation of one or more trusts. Proper planning with trusts allows us to reduce or eliminate estate taxes and accomplish many of the things we desire for a smooth transition for our family at the time of a death.
Because estate planning is a complex subject, most people come away with a great plan, but a limited understanding of how it works. That’s not because the attorney didn’t do a great job, nor because the client was uneducated. It’s just the simple truth that we can’t learn calculus or estate planning in a day.
Ronda has experience helping people like you understand the do’s and don’ts of their trusts. She understands that it takes time to learn to do things differently, and she is there to help you monitor your assets and learn how to keep your assets inside the trust with the gate closed to the IRS. Call or e-mail for an appointment now.
Death of a Taxpayer - Contact Gardner Estate & Trust CPA for experienced help in filing final tax returns, determining outstanding tax liabilities, funding trusts and helping with other administrative duties.
Each year thousands of people meet with their attorneys for estate planning which almost always results in the creation of one or more trusts. Proper planning with trusts allows us to reduce or eliminate estate taxes and accomplish many of the things we desire for a smooth transition for our family at the time of a death.
Because estate planning is a complex subject, most people come away with a great plan, but a limited understanding of how it works. That’s not because the attorney didn’t do a great job, nor because the client was uneducated. It’s just the simple truth that we can’t learn calculus or estate planning in a day.
Ronda has experience helping people like you understand the do’s and don’ts of their trusts. She understands that it takes time to learn to do things differently, and she is there to help you monitor your assets and learn how to keep your assets inside the trust with the gate closed to the IRS. Call or e-mail for an appointment now.
Death of a Taxpayer - Contact Gardner Estate & Trust CPA for experienced help in filing final tax returns, determining outstanding tax liabilities, funding trusts and helping with other administrative duties.