Firm Profile

5227 TAX SYSTEM:

The 5227 Tax System was developed in 1991 by the CPA firm TemoArjani LLP, that specializes in Charitable Remainder Trusts and Other Trusts.

• Tracks four-tier undistributed income:
  • Ordinary Income (Interest, Dividend, Passive Nonpassive)
  • Short-term Capital Gains
  • Long-term capital gains (28%,25%,20% and Qualified 5-year gain)
  • Tax Exempt Income
• Tax support by CPA firm
• Yearly Tax Training Seminars
• System support for software
• Windows based tax program
• Instant computations
• Review IRS & State forms right on the screen
• Federal forms included - 5227, 1041 (Grantor Trust) Federal Support Schedules - Schedule D, E, K-1, Worksheets