Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries,and reduces or eliminates the tax due on the transfer of your assets. Hienz & Macaluso will guide you through the complex process of getting your financial affairs in order.

Our services include:

Quantitative, analytical results for comparative planning techniques or comprehensive planning solutions.
IRA and Qualified Plan distributions advice including beneficiary designations, Roth IRAs, and tax-advantaged distributions from Employer Qualified Plans
Integrated technology to enhance estate administration reporting requirements
Charitable planning with trusts and other vehicles to redirect your capital and create charitable legacies

Why Hienz & Macaluso LLC

As a certified public accounting firm based in the New Orleans Metropolitan Area, we are dedicated to leadership in professional accounting services and constantly seek innovative ways to better serve our clients in existing and expanded dimensions. We take exceptional pride in our ability to provide clients with a large degree of personal attention.