Estate & Trust Accounting and Taxation

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In addition to being a CPA, Mark is an attorney licensed to practice law in Minnesota and has a much better understanding of estate and trust law than most CPAs. However, rather than practicing in both the legal and accounting areas, Mark’s focus is on the tax and accounting side. Mark teams up with your attorney and provides the tax and accounting services that most attorney’s prefer not to undertake themselves.

  • Estate tax returns
  • Gift tax returns
  • Fiduciary reports
  • Retirement planning
  • All related tax services and court filings

Because many of our clients are family owned businesses, we have an understanding of wealth transfer techniques and can work with you and your attorney to develop and implement your estate plan. Since we understand the human and legal and financial aspects of estate planning, our clients call us when they need a Minneapolis certified public accounting firm.

To learn more about how we can assist your business, contact us at 612-861-4542 and ask for Mark.

 
 
 
 
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Mark Gleason

7200 France Avenue South
Suite 328
Edina, MN 55435

Tel: 612-861-4542
Fax: 612-524-5491

mark@lakes-cpa.com

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