Fiduciary and Trustee Professional Services
PRIMARY CONTACTS: Adam J. Goode CPA
Providing assistance to help fiduciaries meet their legal requirements
Our experienced team of advisors provides a comprehensive scope of accounting services for conservatorships, guardianships, estates and trusts. 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
- Asset reconciliations
- Income/Cash verification
- 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:
The duty of management;
The duty of loyalty or preference;
The duty to account; and
The duty to disclose
About Business Advisory Services
The Schneider Downs Business Advisory team empowers organizations in making informed decisions across accounting, financial, legal, and operational areas. From the ground floor to the C-suite, we provide strategic guidance to help clients succeed in today’s rapidly evolving business environment.
Learn more about our Business Advisory services or contact us for more information.
Learn how we’ve Solved Big Problems For our clients
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
Choosing the Right Accounting Firm for Transportation & Logistics Companies: Essential Considerations
The transportation and logistics industry is defined by constant movement – goods must reach their destinations on time, and seamless ...
Choosing the Right Accounting Firm for Transportation & Logistics Companies: Essential Considerations
The transportation and logistics industry is defined by constant movement – goods must reach their destinations on time, and seamless ...
