Stephen Ferry Email & Phone Number

West Orange, Nj, Us

West Orange, Nj, Us

Iselin, Nj, Us

Philadelphia, Pa, Us

Miami, Florida, Us

New York, Ny, Us

• Prepare resident estate and inheritance tax returns for NJ (IT-R & IT-Estate), using One Source.• Prepare non-resident inheritance tax returns for PA (REV-1737).• Prepare Federal Estate Tax Returns (Form 706), and Federal Gift Tax Returns (Form 709), using One Source, and ProSystems.• Prepare Federal, and NJ estate and trust fiduciary income tax returns (1041, NJ-1041), using ProSystems.• Analyze asset and expense data to optimize tax savings for representatives of estates and trusts using Excel and Brentmark as a software tool.• Ensure tax compliance by proper and timely filing of tax returns. • Review tax returns prepared by other professionals for accuracy and compliance.• Contact financial institutions and other resources to assist in asset valuation.• Use EVP, and CCH for historical security and asset information, and capital changes toward accurate reporting on inheritance and estate tax returns.• Assisted with beneficiary and personal representative relations.• Prepare probate notices sent to beneficiaries, and file proof of mailing with surrogate court.• Prepare petitions for probate , and letters of trusteeship, for estates and trusts situated in New Jersey, and New York.

West Conshohocken, Pennsylvania, Us

• Prepare trust and estate accountings with high net worth.• Prepare resident and non-resident inheritance tax returns for PA (REV-1500; REV-1737) .• Prepare resident and non-resident inheritance tax returns for NJ (IT-R; IT-NR) and NJ estate tax returns (IT-Estate).• Prepare Federal Estate Tax Returns (Form 706), and Federal Gift Tax Returns (Form 709).• Prepare Federal, PA & NJ estate and trust fiduciary income tax returns (1041, PA-41, NJ-1041) and process timely tax disbursements.• Analyze asset and expense data to optimize tax savings for representatives of estates and trusts using Excel as a software tool.• Ensure tax compliance by proper and timely filing of tax returns. • Review tax returns prepared by other professionals for accuracy and compliance.• Contact financial institutions and other resources to assist in asset valuation.• Research historical security and assets information for accurate reporting on inheritance and estate tax returns.• Research and record security transactions resulting from public mergers using a variety of sources.• Managed roster of 20+ clients with life insurance (Crummey) trusts. This includes the timely paying of insurance premiums, drafting and sending numerous notices, reviewing trust documents for certain provisions, making required gifting calculations.• Assisted with beneficiary and personal representative relations.• Prepare UTA and other required beneficiary notices.• Prepare petitions for probate, summarize will and trust provisions, outline administration deadlines.

Philadelphia, Pa, Us

• Prepare trust and estate accountings with assets greater than $3 million.• Reconcile consolidated data with multiple source documents.• Instruct staff in proper financial recording and software functionality. • Draft state inheritance tax returns for PA (Rev-1500) & NJ (IT-R).• Prepare Federal Estate Tax Returns (Form 706), and Federal Gift Tax Returns (Form 709).• In 2013 prepared Estate and Inheritance Tax returns reporting $8+ million in assets.• In 2013 oversaw preparation of 25+ 709 returns reporting a cumulative gifts of $66+ million.• Draft Federal, PA & NJ estate and trust fiduciary income tax returns (1041, PA-41, NJ-1041) and process timely tax disbursements.• Analyze asset and expense data to optimize tax savings for representatives of estates and trusts using Excel as a software tool.• Ensure tax compliance by proper and timely filing of tax returns.• Research historical security and assets information for accurate reporting on inheritance and estate tax returns.• Research and record security transactions resulting from public mergers using a variety of sources.• Managed roster of 80+ clients with life insurance (Crummey) trusts. This includes the timely paying of insurance premiums, drafting and sending numerous notices, reviewing trust documents for certain provisions, making required gifting calculations (hanging powers), and direct client billing.• Assisted with beneficiary and personal representative relations.• Manage cash and banking duties for the firm.• Maintain firm books on QuickBooks, and prepare periodic revenue and expense reports.

• Managed both accounts receivable and payable. This included acceptance of membership dues, event fees, and paying vendors.• Prepared and filed payroll tax forms.• Recorded financial transactions into QuickBooks.• Provided customer service to membership.• Hired and managed additional paid staff and volunteers.• Planned and managed community events and meetings.• Worked directly with association board members and executive committee.