Trust
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Formation and Registration
We assist in the formation and registration of the trust, including drafting the trust deed, obtaining the necessary approvals, and obtaining a Trust Identification Number (TIN).
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Accounting and Bookkeeping
We help maintain accurate accounting records for the trust, recording income, expenses, donations, and other financial transactions.
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Tax Planning and Compliance
We offer tax planning strategies to optimize the trust's tax liability, manage tax exemptions, deductions, and ensure compliance with income tax laws.
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Income Tax Return Filing
We prepare and file income tax returns for the trust, ensuring accurate reporting of income, expenditures, and compliance with tax regulations.
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Trustee Reporting
We assist trustees in preparing financial reports and statements for the beneficiaries, providing transparency on the trust's financial activities.
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Investment Management
We provide investment advisory services to help manage the trust's investments, ensuring alignment with the trust's objectives and regulatory guidelines.
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Financial Reporting and Analysis
We analyze the trust's financial statements, offering insights into financial performance, investment returns, and overall financial health.
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Donation and Contribution Management
We help manage and account for donations, contributions, and grants received by the trust, ensuring compliance with legal requirements.
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Compliance and Regulatory Matters
We assist with compliance related to trust laws, regulations, and documentation, including adherence to Trust Act provisions.
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Audit and Assurance
We may conduct audits of the trust's financial records as required by law or based on the trust's preferences.
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Trustee Training and Advisory
We provide training to trustees on their roles and responsibilities, as well as advisory services on financial matters and decision-making.
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Budgeting and Financial Planning
We assist in developing budgets and financial plans for the trust's activities, ensuring prudent financial management.
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Distribution of Income and Benefits
We help trustees allocate and distribute income, benefits, and assets to beneficiaries in accordance with the trust's objectives.
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Legal and Documentation Services
We work with legal professionals to ensure proper legal documentation, compliance with regulations, and effective governance of the trust.
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Trustee Liability and Risk Management
We provide guidance on mitigating financial and legal risks that the trust and its trustees may face.
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Foreign Contribution Regulation Act (FCRA) Compliance
If the trust receives foreign contributions, We help ensure compliance with FCRA regulations.
Our Services
What Service We Offer
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