Estates & Trusts

The complexities of estate and trust tax compliance and administration require both tax and accounting expertise, developed over decades of practice. At Davie Kaplan, we can help you with: Estate, gift and trust filings

  • Estate and gift business valuations
  • Annual trust account reporting
  • Comprehensive estate planning

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.