$1,499.00 USD

SERVICE AGREEMENT

Tax Compliance & Planning for Trusts

This Service Agreement (“Agreement”) is made and entered into as of the date of purchase by and between:

  • Service Provider: Frontier Capital Trust, a private trust services firm, hereinafter referred to as “Service Provider.”
  • Client: The individual or entity purchasing the Tax Compliance & Planning for Trusts service, hereinafter referred to as “Client.”

1. Scope of Services

Service Provider agrees to provide the following services as part of the Tax Compliance & Planning for Trusts session:

  • Comprehensive annual trust tax review to assess compliance with federal and state tax laws.
  • Expense categorization and deduction planning to maximize tax efficiency through reinvestment strategies.
  • Analysis of trust reinvestment decisions to ensure tax deferral opportunities are properly utilized.
  • Identification of potential compliance risks and tax-saving opportunities before issues arise.
  • Review of tax-efficient distribution strategies to minimize liabilities for both the trust and its beneficiaries.
  • Assessment of trustee compensation and administrative expenses to ensure compliance with IRS regulations.
  • Guidance on capital gains management, depreciation, and reinvestment planning for long-term tax efficiency.
  • 30-minute consultation session via [platform name, e.g., Zoom, Kajabi, etc.] with tailored recommendations.

This service does not include tax return preparation, IRS filings, legal or CPA services, or any formal legal representation. Clients are advised to consult a tax professional or attorney for specific tax filings.

2. Fees and Payment

Client agrees to pay the full service fee of $2,499 at the time of booking. Payment is non-refundable except as outlined in the Cancellation Policy below.

3. Client Responsibilities

Client acknowledges and agrees to:

  • Provide accurate and complete financial records necessary for the tax review and planning session.
  • Attend the scheduled session at the agreed-upon time and actively participate in the discussion.
  • Understand that this service is for strategic guidance only and does not constitute formal legal or tax advice.
  • Retain a qualified CPA or tax professional to handle tax return preparation and filing.

Before the session, Client must provide:

  • Trust’s most recent tax return (Form 1041) or relevant financial statements.
  • List of trust assets, income sources, and investment holdings.
  • Expense records, including administrative fees, trustee compensation, and distributions.
  • Reinvestment records and capital gains/losses for the past year.
  • Any specific tax-related concerns or compliance questions.

Failure to provide these documents at least 24 hours before the session may result in a limited consultation or rescheduling at the discretion of the Service Provider.

4. Rescheduling and Cancellation Policy

  • Rescheduling requests must be made at least 24 hours in advance of the scheduled consultation.
  • Cancellations made more than 48 hours before the session may be eligible for a partial refund, at the sole discretion of Frontier Capital Trust.
  • Cancellations made less than 48 hours before the session are non-refundable.

5. No Legal, Tax, or Financial Advice

Frontier Capital Trust is not a law firm, CPA firm, or financial advisory firm. This consultation provides strategic trust tax insights but does not constitute formal legal or tax advice.

Client understands that all recommendations are for informational purposes only, and it is their responsibility to consult with a licensed CPA, tax professional, or attorney before implementing any suggested changes.

6. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary, personal, or sensitive information shared during the consultation. However, no attorney-client privilege is established through this session.

7. Limitation of Liability

Frontier Capital Trust shall not be held liable for any decisions, financial outcomes, or legal actions taken by the Client based on the consultation. The Client assumes full responsibility for implementing any strategies discussed.

8. Governing Law

This Agreement shall be governed and interpreted under the laws of the State of [Insert State]. Any disputes arising from this Agreement shall first be attempted to be resolved through mediation before legal action is pursued.

9. Acknowledgment and Agreement

By purchasing this consultation, the Client acknowledges that they have read, understood, and agree to the terms of this Agreement.

Service Provider: Frontier Capital Trust
Client: [Client’s Name]
Date: [Date of Purchase]

This Agreement is legally binding upon acceptance and payment.

Tax Compliance and Planning

 

Tax Compliance & Planning for Trusts

Ensure your trust remains legally compliant and tax-efficient with a strategic tax review and planning session designed to minimize liabilities and optimize deductions. This 30-minute consultation will provide a comprehensive assessment of your trust’s tax obligations, reinvestment strategies, and compliance risks to ensure maximum financial efficiency.

What’s Covered in the 30-Minute Consultation:

  • Annual trust tax review to ensure compliance with federal and state regulations.
  • Expense categorization and deduction planning to maximize tax benefits.
  • Reinvestment strategies to defer taxable income and maintain non-taxable status where applicable.
  • Proactive risk assessment to identify potential compliance issues before they arise.
  • Development of a tax-efficient distribution strategy to minimize liabilities for both the trust and its beneficiaries.
  • Guidance on structuring trustee compensation and administrative expenses to remain in compliance with IRS regulations.
  • Strategic planning for capital gains, depreciation, and reinvestment decisions to align with trust objectives.