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Finding CPA for Special Needs Trust Tax Planning/Preparation
I'm the trustee on a Special Needs Trust (SNT) established in 2024. The legal side of the trust is taken care of by our special needs and estate planning attorney but I'm in need of a qualified CPA to prepare and file the SNT tax returns.
I've had little success finding a CPA that specializes in SNTs. Can anyone provide advice on how to find a qualified CPA in my state that understands the nuances of SNTs for tax planning and preparation?
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‎January 29, 2025
1:29 PM