Fiduciary and Trustee Professional bet9平台游戏

亚当·J. 古德会计师

Providing assistance to help fiduciaries meet their legal requirements

Our experienced team of advisors provides a comprehensive scope of accounting services for conservatorships, 监护, 遗产及信托. We have experience with a variety of Trusteeships including Super Funds and receiverships.

While each specific assignment is unique by design and purpose, our approach is consistent - identify the specific requirements for each client and provide thorough and efficient assistance to ensure the fiduciary requirements are being met in regard to appropriate accounting procedures. Whether this requires basic accounting paperwork, comprehensive financial analysis or assistance with litigation or court proceedings, the professionals at Schneider Downs Business Advisors will work closely with you and your attorney to ensure that your estate, foundation or trust is being properly managed.

In some cases, those requirements may include:

  • Detailed documentation of every transaction
  • Specialized reporting requirements
  • 资产对账
  • 现金收入/验证
  • Preparation of required tax filings
  • Distributions made in accordance with applicable fiduciary documents
  • Proper execution of transactions

As a fiduciary, we respect the fundamental obligations of fiduciary duty:


的 duty of loyalty or preference;

的 duty to account; and


For additional information, or to schedule an informational discussion, please contact 乔罗森塔尔,或致电412-697-5200.

About Schneider Downs Business Consulting

Schneider Downs Business Consulting group is experienced in handling business interruption matters with forensic accounting professionals and litigation support specialists. 另外, our Business Consulting group managed our re搜索 and consulting work on the Paycheck Protection Program (PPP), so the team is uniquely qualified to prepare potential claims related to losses from COVID-19.

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Restore system on-site and avoid six-figure ransom.
                                    Inefficient tax credit realization.
Inefficient tax credit realization.
Identified a $900,000 tax credit, nearly twice as much as prior years.