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
5426 Longley Ln, Ste A
Reno, NV 89511
Phone (775) 323-8433
Fax (775) 323-8434
