Estates & Trusts

multicolored rocks

Estates & Trusts

Estate planning is a highly individualized and sensitive aspect of financial planning. Most estate planning is done by a licensed estate attorney, and we are experienced in working with our clients’ attorneys in Reno, NV and Northern California to facilitate our clients’ plans.

The CPAs at Edmonson Bullard & Co., Ltd. provide the following services in conjunction with the other accounting and tax services we deliver:

  • Business succession planning
  • Trust accounting services
  • Trust tax return preparation – Form 1041
  • Estate planning
  • Estate tax return preparation – Form 706
  • Gifting strategies and planning
  • Gift tax return preparation – Form 709
  • Business valuations
  • Business entity formation
  • Insurance planning

Contact Us

150 W Huffaker Ln, Ste 106
Reno, NV 89511

Phone (775) 323-8433
Fax (775) 323-8434