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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 Schneider Downs Business Advisory

The Schneider Downs Business Advisory group is experienced in handling business interruption matters with forensic accounting professionals and litigation support specialists. Additionally, our Business Advisory 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.

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.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Read Case Study
Most Recent

Introducing SD Capital

We are proud to announce the launch of our new value advisory practice, SD Capital. ...
Most Popular

Introducing SD Capital

We are proud to announce the launch of our new value advisory practice, SD Capital. ...

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