PRIMARY CONTACT: Joel Rosenthal CPA, CVA (Pittsburgh)
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:
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
For additional information, or to schedule an informational discussion, please contact Joel Rosenthal, or call 412-697-5200.
On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79). ...
Schneider Downs continues to track the evolving landscape of federal financial programs offered in the wake of the business disruption caused by the coronavirus ...
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