Estate & Trust Services
-
Our tax preparation and planning services help you minimize taxes and maximize your return. Read more -
Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Read more -
We offer a broad range of accounting and tax services to help you secure a sound financial future. Read more -
As a valued client, you get a secure, password-protected portal. Read more
Contact Us
Office Hours
| Mon Tues Wed Thurs Fri Evenings and Weekends |
9:00AM - 5:00PM 9:00AM - 5:00PM 9:00AM - 5:00PM 9:00AM - 5:00PM 9:00AM - 5:00PM By Appointment Only |
Featured Articles
Review us on Google
Estate Planning & Trust Services in Fort Lee & North Bergen, NJ
Estate planning can be a complex and delicate financial process due to the emotions involved and the expertise required to effectively reduce the amount of time and money taken up by probate. At Pogogeff & Company, CPAs, we provide estate planning and tax services in Fort Lee to help our clients preserve their wealth and continue to keep their families economically comfortable.
To schedule your consultation with accounting professionals committed to helping you provide for your family into the future, contact our office today.
CALL US: (201) 592-0006 REQUEST APPOINTMENT
Minimizing the New Jersey Estate Tax
The goal of our Fort Lee estate planning professionals is to ensure that your wishes are followed as closely as possible while maintaining heightened tax efficiency. No matter what plans you have for your estate, we can help you make the most of the wealth you have worked so hard to accumulate
Keeping Up to Date With Current Tax Laws
Estate laws are always changing and evolving at both the state and federal levels. Many individuals find this constantly changing tax law frustrating when attempting to file the more complex taxes like estate taxes. New Jersey residents need to be particularly cautious as the state taxes often begin to absorb the asset base that you had intended to pass to your loved ones.
Our estate and trust CPA firm understands these ever-changing tax laws, and we are able to provide the kind of comprehensive estate and trust support services you need to protect yourself and your family.
Understanding Estate and Inheritance Tax in New Jersey
New Jersey is one of the few states that collects both estate and inheritance taxes upon the passing of a resident. These taxes are calculated on the estate that is being passed down, as well as on the assets of the individual receiving the estate.
Our Fort Lee firm helps to ensure that the effects of these taxes are minimized as much as possible. Some of the strategies we employ to help clients achieve this include:
- Estate and Trust Compliance Services
- Estate Tax Return Preparation
- Gift Tax Return Services
- Trust Accounting
- Planning for Gifts and Charitable Giving
|
Estate & Inheritance Tax Service
We understand how difficult it can be to work through all the accounting and tax issues that can come up with trusts and estates. We consider ourselves a cost-effective alternative for attorneys and law firms that don't have a full time estate and trust staff. |
Trust & Fiduciary Accounting
Pogogeff & Company. offers comprehensive administration and fiduciary services to trustees and executors. Proper trust and estate administration involves collecting assets, ensuring that all necessary income and estate taxes are filed, and providing comprehensive accountings to the probate court and to estate and trust beneficiaries. |
|
|
Estate & Trust Administration
Pogogeff & Company, CPA's a New York and New Jersey CPA firm, has extensive experience coordinating the estate, tax and accounting issues involved with the administration of estates and trusts. We have worked with many individuals and privately-held businesses with complex and interrelated estate and trust situations. |
Guardianship Accounting
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest. |
