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Trust Tax services

Gain tax efficiency for your family trust or estate

Trust Tax services

KPMG can support your front office and advise on tax-efficient trust, estate, and gift planning strategies.

Uncover potential benefits.

Managing fiduciary tax in today’s highly complex economic and regulatory environment is about more than compliance. Fiduciary tax teams must continually demonstrate their ability to add value. Successful teams align with the overall strategy of the front office to manage regulatory reporting obligations and reduce the overall cost of compliance. 

For more than 30 years, fiduciaries and financial institutions have relied on KPMG LLP to help meet these challenges and deliver quality services. Our Trust Tax practice functions as an important technical resource to your organization. We bring value through efficient and cost-effective tax compliance services and access to the latest technology—delivering insights like never before.

Our team of highly qualified tax professionals can also support your front office when advising on tax-efficient trust, estate, and gift planning strategies. We help your clients preserve wealth to support their families and causes for years to come.

Services designed to benefit you

KPMG can help your trust or estate business navigate the complex wealth management arena.

Manage complexity

Developed with client experience in mind, our Trust Tax services help you build a streamlined roadmap to achieve tax compliance.

Achieve tax efficiency

Our team can offer highly efficient ways to take advantage of charitable donations, IRAs, and private foundations. We also use innovative technology to drive efficiency throughout the compliance process.

Manage risk

Our tax risk-management services include consulting on technology, fraud, and cybersecurity issues.

The KPMG difference

The KPMG Difference

Structured delivery model

Structured delivery model

Our approach to easing the burden that tax planning can create is based on a structured delivery model that provides innovative technology, a robust governance framework, and fixed-fee pricing.

Innovative technology

Innovative technology

Our approach uses automation to deliver real-time insights to help you make better business decisions—providing you with potential cost and time savings.

Robust governance framework

Robust governance framework

Regular two-way communication between your team and KPMG is a major incentive of our robust governance framework. Resolve data issues and quickly move accounts through tax preparation.

Fixed-fee pricing

Fixed-fee pricing

Understand the price of service up front using our fixed-fee pricing model. It includes routine services and technology licenses to simplify billing and help give you a clear picture of costs.

The KPMG Difference

Dive into our thinking:

Trust Tax services

Understand how our services can help you manage tax planning for your trust or estate.

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Explore more

Discover key resources to help you make informed decisions about your client’s trust or estate.

Popular category topics

Dive deeper with key insights

Explore important topics in our Family Office Insights series. These articles cover everything from life insurance and wealth transfer, to COVID-19 tax relief, and more. Find out the many ways tax can affect your family office.

Meet our team

Image of Brad Sprong
Brad Sprong
Partner, National Tax Leader, KPMG Private Enterprise, KPMG US
Image of Lyle Mohler
Lyle Mohler
Managing Director, Tax, KPMG US

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