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Trust & Estate

Trust & Estate Tax Compliance

  • Fiduciary income tax returns (Form 1041)

  • Estate tax returns (Form 706)

  • Gift tax returns (Form 709)

  • Generation‑skipping transfer (GST) reporting

  • Multi‑state trust filing and residency compliance

  • Final‑year trust and estate return planning

Strategic Planning & Advisory

  • Trust structuring and tax‑efficient design

  • Charitable planning (DAFs, CRTs, CLTs, private foundations)

  • Wealth‑transfer and gifting strategies

  • Planning for business interests, real estate, and complex assets

  • Long‑term multi‑generational tax strategy

IRS & State Representation

  • Notice response and issue resolution

  • Audit support for trust, estate, and gift matters

  • Penalty abatement and compliance remediation

Murrey & Co Accountant, Trust & State

At Murrey & Co., we specialize in strategic tax planning to help individuals and businesses minimize their tax liabilities. Our team of Certified Public Accountants (CPAs) is dedicated to providing tailored solutions that align with your financial goals, ensuring compliance while maximizing savings.

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