CRT Administration Services OverviewThe CRTPro administration service is competitively priced depending on trust size.
There are no trust setup fees or trust termination fees charged by CRTPro.
Call or email today to request the CRTPro Administration Agreement.
Ongoing support from a CRT administration expert will help you keep you CRT on track. Self-dealing, step transactions, and trust DNI miscalculations are just a few of the common oversights that can cause problems for CRT trustees.
Four-Tier CRT Accounting
Correctly applying the CRT four tier accounting rules are critical. The CRTPro administration system tracks and inputs each trust transaction into all of the appropriate tiers required for CRT accounting. On-going four-tier reports are made available through your CRTPro online account and on your CRTPro Annual Report.
Federal and state charitable trust tax returns are prepared for trustee signature with plenty of time for review, questions, completion of person tax returns, and timely filing with the IRS.
The required annual report prepared by CRTPro for the trustee provides a clear and concise trust performance summary for the year and graphically compares current year trust valuations to previous year trust valuations. It also includes an itemized trust valuation report and a four tier accounting report showing trust income and expenses for the year.
Bringing to the table the experience of administering hundreds of CRTs (including four years with Renaissance Gift Administration Services), Jeff is a trusted resource in planned giving
Jeff received the Certified Financial Planner (CFP) designation in 1992. He is also licensed to practice by the Internal Revenue Service as an Enrolled Agent, enabling him the privilege to represent taxpayers before the IRS. He speaks at continuing education conferences throughout the country for public accountants and Enrolled Agents.