Deloitte Institutional Trust Group (ITG): Your advisor in trust tax compliance
Navigating the complexities of fiduciary tax
At Deloitte Tax LLP (“Deloitte Tax”), we understand the complexities and responsibilities that come with fiduciary duties. Our team of experienced professionals knows how to navigate the complex landscape of fiduciary tax and realizes the importance of precision, compliance, and trust. Leveraging our deep industry knowledge and advanced technology, we have worked with many of the leading financial institutions in the United States.
We are committed to delivering broad-based and scalable fiduciary tax services to address the unique needs of each client. Discover how we can work for you!
Our commitment to excellence
Our focus on excellence, integrity, and innovation allows us to provide exceptional service, enhanced with advanced capabilities, including specialized knowledge in complex financial matters.
What can Intela do for you:
Integrates status reporting and deliverables from both inside and outside ONESOURCE providing a single source for review that includes reporting and status, tax returns, analytics, and a tracking calendar
Identifies trends and provides access to a high-level interactive dashboard with real-time engagement updates and detailed reporting on deliverables
Provides access to relevant tax legislative and regulatory updates that may affect the trust and estate business
Allows you to upload relevant tax engagement documents for the duration of the engagement
Offers a tax calendar for reporting deadlines in order to track engagement tax obligations
Opens in new window
Deloitte Tax is continually looking for ways to further advance our Intela platform by integrating emerging technologies like AI to meet the evolving needs of our clients both today and in the future. As new features become available, clients will be among the first to know.
