Trust Tax Services

Brad Sprong

Brad Sprong

Partner, National Tax Leader, KPMG Private Enterprise, KPMG US

+1 816-802-5270
Lyle Mohler

Lyle Mohler

Managing Director, Tax, KPMG US

+1 614-249-1948


Services designed to benefit you

Managing fiduciary tax in today’s complex economic and regulatory environment requires more than compliance. Tax teams must align with the overall front office strategy to manage risk and reduce the cost of compliance.

KPMG Trust Tax professionals can help your organization meet these challenges and deliver high quality services. Using innovative tax technology, we can support your front office and advise on tax-efficient trust, estate, and gift planning strategies.


Adding value to you and your clients

We understand the extra pressure that your tax operations and trust officers face during tax season. Our approach can reduce their burden by providing:


Real-time insights from technology that centralizes the tax compliance process.


Fast resolution of issues through timely communication between your team and KPMG.


Peace of mind knowing the true cost of compliance before the tax year begins.


Tax compliance services

KPMG professionals can help manage costs and risks, drive operational efficiencies, and support your clients in preserving wealth. We have deep experience in all types of trust tax and related forms.

  • Trusts and estates
  • Charitable trusts
  • Private foundations
  • Gift taxes
  • IRAs
  • Individuals
  • Non-resident alien reporting
  • Estate and generation skipping transfer tax

 

Family Office and Private Client Services

Helping business owners stay ahead of change.

Helping business owners stay ahead of change.

KPMG Private Enterprise

Helping private companies drive growth through each stage of the business life cycle.

Helping private companies drive growth through each stage of the business life cycle.