Lindemeyer CPA is based in Louisville Kentucky and can handle all a wide variety of accounting, financial planning, and tax preparation needs. Lindemeyer is able to serve both personal and business needs.
Estate, Trust and Gift Planning
Thorough estate planning involves more than having a will or a trust. Having appropriate strategies in place in order to enable the proper transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes, is key to a complete estate plan. Proper estate planning may also involve exercising a gifting program while you’re still living. We will assist you in acting as the fiduciary, or executor of the estate, while navigating estate tax laws, assets, and expenses related to the estate or trust. As a trusted estate adviser, we also provide the following estate, trust and gift accounting services:
calculation of fiduciary commissions
recording of capital changes
allocation of transactions between principal and income
tax planning for minimization of estate, trust or beneficiary taxes
ensure that trust guidelines are being met
allocate assets and transactions for beneficiaries and prepare schedule
record and classify receipts and disbursements for tax and accounting purposes
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Our Certified QuickBooks ProAdvisors have completed a rigorous and comprehensive curriculum developed by Intuit.
Lindemeyer's advisors understand the challenges you face and can offer guidance on everything from complex accounting questions and payroll interpretation to mastering advanced features of QuickBooks. Find out how our ProAdvisors can help.