How Tax Advisors Are
Increasing Revenue

How To Offer Trust And Estate Services To Increase Practice Revenue

Tax Professionals across the country are increasing client fees by adding Trust and Estate Planning Services for their clients.

Increase your value by providing clients advice to protect their assets and family. Asset protection planning is critical for everyone, not just the wealthy.

We work closely with Tax Professionals allowing them to provide these valuable services to clients.

The relationships you have developed with your tax clients are trusted ones. We enhance your client relationships by providing you access to a leading national team who provide estate planning services for your clients.

Legal documents are put in place, including trusts, wills and both financial and medical directives. These documents are important to protect clients in case they lose the ability to manage their affairs due to incapacitation allowing someone they trust to manage your affairs for you.

If you would like information on types of Trusts that can be set up for your clients, and how you can outsource trust services to increase firm revenue, please let us know.

  • Basic Trust Taxation Rules
  • Grantor Trust Rules
  • Non-Grantor Trusts
  • Transfers To Trust
  • Taxation Filings For Trusts
  • Common Law Trusts
  • Common Law Trusts
  • Personal Residence Trusts
  • Grantor Retained Income Trust
  • Grantor Retained Unitrust
  • Charitable Trusts
  • Life Insurance Trusts
  • Qualified Subchapter S Trust (QSST)
  • Electing Small Business Trusts
  • Funeral Trust
  • Rabbi Trust
  • Business Trust
  • Pure Trust
  • Illinois Land Trust
  • Delaware Business Trust
  • Unincorporated business Organization(UBO)



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