主要联系人: 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 税 filings
• Distributions made in accordance with applicable fiduciary documents
• Proper execution of transactions

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

管理职责;

的 duty of loyalty or preference;

的 duty to account; and

披露的责任

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 业务咨询

的 Schneider Downs 业务咨询 group is experienced in handling business interruption matters with forensic accounting professionals and litigation support specialists. 另外, our 业务咨询 group managed our research 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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