I'll leave the question opened ended like that for now, but add that I would welcome a question or two (with answers of course) that could be used to test their ability to handle a larger estate. Something pertaining to gift and estate taxes and something a *good* fiduciary accountant should know off the top of their head would be good. Thanks in advance.
Any advice regarding how to evaluate an accountant for estate work?
Dec 22, 2006
2 Replies
"David" wrote
Consider a CPA/JD (accountant/attorney) in your area that works with trusts and estates. Considering that you're up north of $2 million in assets, and/or considering that there may be complexing factors (adult disabled child, business property, etc), there would be many legal issues to get resolved along the way.
Get recommendations about legal estate practices and CPA's that prepare trust tax returns from members of groups you belong to (job related, civic, clubs, friends, etc.) You can check state boards online for license information.
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