Estate & Trust Tax in Delray Beach, FL
Estate and trust taxation in Florida requires specialized knowledge. We prepare fiduciary returns, advise on estate planning strategies, and help Delray Beach families navigate inheritance and gift tax obligations, including leveraging Florida's zero state income tax while managing documentary stamp taxes, tangible personal property tax, and sales tax obligations.
About Our Estate & Trust Tax Services
Estate and trust tax matters in Florida require specialized expertise. We help Delray Beach families and fiduciaries with estate tax returns, trust administration, and planning strategies to minimize tax liability.
Estate & Trust Services
- Estate tax returns (Form 706)
- Fiduciary income tax returns (Form 1041)
- Gift tax returns (Form 709)
- Trust accounting and administration support
- Estate planning consultation
- Generation-skipping transfer tax planning
Florida Tax Context
- No state personal income tax
- Corporate income tax at 5.5% on C-corporations
- 6% state sales tax plus local surtaxes
- Documentary stamp tax on real estate
- Tangible personal property tax on business assets
- Homestead exemption up to $50,000
Other Services in Delray Beach
- Tax Preparation in Delray Beach
- Small Business Accounting in Delray Beach
- Bookkeeping Services in Delray Beach
- Payroll Services in Delray Beach
- IRS Tax Relief in Delray Beach
- QuickBooks Services in Delray Beach
- Tax Planning in Delray Beach
Nearby Areas We Serve
- CPA in Boca Raton, FL
- CPA in Boynton Beach, FL
- CPA in West Palm Beach, FL
- CPA in Deerfield Beach, FL
Schedule a Free Consultation
Need estate and trust tax in Delray Beach, FL? Call (732) 429-7075 or email antonio@agmcpallc.com today.