Mehdi CPA fully understands the importance of effective trust and estate planning. Our highly skilled professionals work directly with you to create a financial plan that will ensure the financial security of both your business and your loved ones. By working with experienced attorneys and financial planners, we help develop customized planning strategies to facilitate the smooth transfer of assets while considerably limiting the tax liability of beneficiaries. In addition we provide in-depth tax and compliance services to help you reduce the burdens and annoyances of estate administration. You can rely on Mehdi CPA to effectively guide you through the complexities of developing a comprehensive trust and estate plan to ensure that your financial goals are achieved. Our professional services include:

  • Estate Planning Services
  • Gifting Strategies
  • Credit Shelter Trusts
  • Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Efficient Usage of Estate Tax Exemption
  • Trusts and Estate Compliance Services
  • Fiduciary and Gift Income Tax Preparation
  • Financial Records Maintenance
  • Probate Accounting Reports Preparation