Whether you are in the planning stages for your future estate or a trustee/executor in the beginning stages of an estate administration, White Cloud CPA Group, PLLC has the knowledge to assist you.

Considering Business Succession Planning? Considering Gifts to Relatives? Contemplating Trust Funding? Confused on the Income Tax Effects during Administration and Closing an Estate? Need State and Federal Transfer Tax filings (Form 706)? We have answers to all the questions and more.

We have the experience and expertise to work with you, answer your questions, and arrive at informed decisions in Estate and Trust planning and administration.

We work with numerous attorneys and financial advisors across the Western United States if you are looking for referrals, or can partner with your existing advisors. Feel free to contact us to see how we might be a fit for your needs.