Estate & Trust Tax in West Palm Beach, FL
Estate and trust taxation in Florida requires specialized knowledge. We prepare fiduciary returns, advise on estate planning strategies, and help West Palm 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 West Palm 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 West Palm Beach
- Tax Preparation in West Palm Beach
- Small Business Accounting in West Palm Beach
- Bookkeeping Services in West Palm Beach
- Payroll Services in West Palm Beach
- IRS Tax Relief in West Palm Beach
- QuickBooks Services in West Palm Beach
- Tax Planning in West Palm Beach
Nearby Areas We Serve
Schedule a Free Consultation
Need estate and trust tax in West Palm Beach, FL? Call (732) 429-7075 or email antonio@agmcpallc.com today.