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Trust & Estate

Trust & Estate Posts

Retirement planning for high net worth clients assisted by CPA and tax advisor at Evans Sternau CPA.

Retirement Planning for High Net Worth Clients

May 15, 2024

Elevate your retirement planning as a high net worth individual. Discover tailored strategies, risk management techniques, and tax-efficient approaches for financial freedom. Navigate the complexities

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Tax Attributes of an Intentionally Defective Grantor Trust shown by a cpa at Evans Sternau CPA.

Tax Attributes of an Intentionally Defective Grantor Trust

May 15, 2024

Unlock the secrets of tax efficiency with the Intentionally Defective Grantor Trust (IDGT).

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streamline process Houston Outsourced Accounting Firm

Streamline Your Finances with a Trusted Houston Outsourced Accounting Firm

October 19, 2023

Unlock growth potential with a Houston outsourced accounting firm. Streamline your business for success today!

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A trust tax preparation checklist provided by professionals at Evans Sternau CPA

Trust Tax Preparation Checklist

October 5, 2023

Trust tax preparation can be complicated. This checklist will help you organize to prepare the trust tax return.

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Estate Tax Portability provided by CPA at Evans Sternau CPA

Estate Tax Portability

May 2, 2023

Estate tax portability can provide significant tax savings for married couples. This article will assist in understanding the concept.

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CPA team in Houston tax planning for trusts

Tax Planning for Trusts

March 2, 2023

Trusts and estates are an interesting tax entity that can generally be described as a hybrid between a partnership and an individual for tax purposes.

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Evans Sternau logo (in color). "Evans" is blue, "Sternau" is yellow – the name is to the left of four symbols that resemble "E" and "S".
  • About
    • About Us
    • The ESCPA Difference
    • Client Testimonials
    • Careers
      • Work With Us
      • Partnership Program
  • Locations
    • Austin
    • Houston
    • The Woodlands
  • Insights
  • Business Services
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Business Services
      • 1031 Exchange
      • Cost Segregation
      • Entity Selection
      • Foreign Tax Compliance
      • Mergers & Acquisitions
      • Payroll
      • Research & Development Tax Credits
    • Accounting Services by Industry
      • Construction
      • Family Offices
      • Franchises
      • Health Care
      • Leisure & Hospitality
      • Maintenance
      • Manufacturing & Distribution
      • Oil & Gas
      • Professional Services
      • Real Estate
      • Retail
      • Technology
  • Individual Services
    • Tax Advisory and Preparation
    • Wealth Transfer Planning
    • Trust & Estate Planning
    • Wealth Management
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