The laws affecting estate planning and the transfer of personal wealth are constantly changing. The professionals in our Trust & Estate Accounting group at Konowitz, Kahn & Company, P.C. have the necessary expertise and training to effectively and efficiently operate in this environment. One of the primary objectives of this group is to help our clients develop a plan that best benefits their family as a whole. Therefore, careful consideration is given to both tax and non-tax issues. We work closely with our clients' other professional advisors, such as attorneys and financial planners, to help in achieving each client’s desired long-term goals.
In addition to providing the traditional services required by both trusts and estates, such as preparation of federal and state income and transfer tax returns, this department also assists in the formulation of business succession plans, lifetime gifting programs and asset protection planning.
Trust and estate accounting is just one service area in which we specialize. We also provide audit and accounting services; tax services; forensic and litigation support; business valuations; wealth management services; elder care services; family office services; and accounting software support. Konowitz, Kahn & Company, P.C., is one of Connecticut's leading providers of specialized accounting and financial management consulting services for mid-market companies. With over 70 years of experience and more than 40 professionals and administrative staff, we offer unprecedented, partner-managed engagements across a wide range of industries.