Estate, Gift, and Trust Tax Filing & Compliance Support
Trusted Support for Every Step
Duffy Kruspodin CPAs supports families and fiduciaries with estate, gift, and trust tax compliance services.
Trusted Tax Support Through Life’s Transitions
Duffy Kruspodin provides estate, gift, and trust tax services for fiduciaries, families, and advisors managing sensitive transitions and long-term planning. We support tax compliance, filing preparation, and asset documentation related to estates, trusts, and wealth transfers — working closely with legal and financial teams to ensure accuracy and alignment.
Whether you’re administering a trust, responding to life events, or planning for the future, our team offers timely, professional support grounded in decades of experience.
Our Estate, Gift & Trust Services Include
We assist fiduciaries, families, and their advisors with the tax responsibilities that accompany key transitions and planning decisions.
Need Support Navigating Estate, GIft or Trust Tax Obligations?
Let’s have a conversation about your goals.
What Sets Our Services Apart
- Focused Expertise – We bring decades of experience handling complex tax matters tied to estates, gifts, and fiduciary responsibilities.
- Collaborative Approach – We work alongside attorneys, wealth managers, and fiduciaries to deliver integrated support without overstepping legal or planning roles.
- Trusted Technical Execution – From return preparation to asset inventory support, our work helps clients avoid errors, delays, and compliance risks.
Related Services
Guided by Experienced Leadership
FREDA FIEDLER, CPA
Partner
Freda brings decades of experience in estate, trust, and gift taxation, supporting fiduciaries and families through complex transitions with precision and care. She works closely with attorneys, advisors, and executors to deliver timely, accurate compliance and practical guidance.
Let’s Talk About What You Need
Our goal is to support your responsibilities with care, accuracy, and professionalism.
Contact us to discuss your estate, gift or trust-related tax needs.
Estate, Gift & Trust Resources
How Are Income Distributions from Trusts and Estates Taxed?
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns, just like individual taxpayers. Unlike individuals, however, these entities may ...
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When is a gift not a gift?
There’s been a lot of discussion in the press about estate taxes and potential changes the current administration is considering. As we all know, estate ...
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Estate and gift tax changes under the Tax Cuts and Jobs Act
On December 22, 2017 the Tax Cuts and Jobs Act (the “Act) was signed into law. The new tax bill has several significant impacts to ...
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