Gift Tax Filing Gift Tax Filing

Trust, Gift & Estate Tax Filing Support

Jay P. Trudell offers professional support with trust tax filing, gift tax filing, and estate tax filing across Canada and the USA. From individual filers to executors and trustees, Jay P. Trudell offers clear guidance, timely filings, and peace of mind.

Comprehensive Trust, Gift & Estate Tax Services

Navigating trust, gift, and estate tax obligations can be complex, especially when dealing with cross-border matters between Canada and the USA. I provide clear guidance and accurate tax filing services to trustees, executors, and individuals managing these responsibilities. Whether it’s preparing trust tax returns, handling gift tax reporting, or finalizing estate tax filings, I focus on compliance and timely submission. My goal is to simplify these processes, ensure all necessary disclosures are met, and help you avoid penalties. With practical advice and thorough support, you can manage trust, gift, and estate taxes with confidence.

Trust Tax Filing

Accurate, compliant filings for domestic and cross-border trusts.

Estate Tax Filing

Trust tax filing is required when a trust earns income or holds assets that trigger reporting obligations. In Canada, this means filing a T3 return, and in the U.S., Form 1041. Whether the trust is for personal, family, or estate planning purposes, I assist trustees with accurate and compliant trust tax filing. This includes navigating new disclosure rules in Canada and cross-border trust considerations for U.S. taxpayers. Filing late or incomplete returns can result in penalties. I help ensure trust tax filing is done correctly and submitted on time.

  • Identify trust types and filing obligations in both countries
  • Prepare and file T3 (Canada) and Form 1041 (USA)
  • Report income, gains, and beneficiary allocations
  • Handle cross-border reporting (e.g., Form 3520-A, T1135)
  • Comply with recent CRA trust disclosure changes
  • Ensure timely and accurate trust tax filing
  • Maintain accurate trust documentation for audit readiness

Estate Tax Filing

Support for final returns, estate income, and cross-border estate reporting.

Estate Tax Filing

When someone passes away, their tax affairs must be finalized through proper estate tax filing.In Canada, this includes the T1 Terminal Return and possibly the T3 for estate income. In the U.S., estate income is reported via Form 1041, and estate tax itself may require Form 706. I assist executors with the entire estate tax filing process, including any clearance certificates, elective returns, or foreign property disclosures. For cross-border estates, coordination between jurisdictions is key. With proper estate tax filing, estate administration is smoother, and penalties are avoided.

  • Prepare and file T1 Terminal Return (Canada)
  • File estate income tax returns (Form 1041 in USA)
  • Assist with Form 706 for large U.S. estates
  • Manage elective returns and clearance certificates (Canada)
  • Report foreign property and cross-border assets
  • Ensure full and timely estate tax filing
  • Guide executors through CRA and IRS requirements

Need Help with a Trust, Gift, or Estate Tax Filing?

I offer support for all types of trust, gift, and estate tax filing. If you're unsure about what needs to be filed—or how to report cross-border obligations—I can help. Reach out for straightforward guidance backed by years of hands-on experience.

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Gift Tax Filing

Gift tax filing is required when gifts exceed certain limits, especially for U.S. taxpayers. While Canada does not impose a gift tax, some gifts may still result in capital gains or income attribution. In the U.S., IRS Form 709 is used for gift tax filing, particularly for gifts over the annual exclusion limit or those involving non-citizen spouses. I help clients understand their obligations, track lifetime exemptions, and complete cross-border gift tax filing correctly. Reporting gifts is not always straightforward, but with proper guidance, it's manageable and compliant.

  • File Form 709 for U.S. gift tax reporting
  • Track U.S. annual and lifetime exclusions
  • Report gifts to non-citizen spouses or foreign entities
  • Identify taxable gains on Canadian gifted property
  • Address CRA attribution rules
  • Coordinate gift reporting between Canada and the U.S.
  • Avoid penalties with complete gift tax filing
Trust Tax Filing

Jay P. Trudell, CPA, is an accountant who serves clients across Canada and the USA.