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.

Private Enterprise - Tax Insights

Stay current on the changing landscape to help achieve tax efficiency for private enterprises and family offices

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

An exceptional client experience

An exceptional client experience

Our approach to easing the burden that tax planning can create is based on an exceptional client experience, with added value, every step of the way.

Experienced, dedicated team

Experienced, dedicated team

Our team serve your accounts year-round.

An approach aligned to you

An approach aligned to you

Our approach uses technology to drive efficiency and quality, while minimizing impact on your time and resources.

Attentive, high-touch client service

Attentive, high-touch client service

A philosophy that values and promotes proactive, transparent communication and collaboration with you and your front office.

A smooth transition

A smooth transition

We engage your front office every step of the way to eliminate disruptions and build a foundation for exceptional client delivery from day one.

Maximum value for fees

Maximum value for fees

There are value-adds built into our service delivery—at no cost to you.

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 additional insights

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 Lyle Mohler
Lyle Mohler
Managing Director, Tax, KPMG US

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Private Enterprise - Tax Insights is designed to explore the many facets of tax and the evolving business and legislative environment to help achieve tax efficiency for private enterprises and family offices.

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