Fiduciary Accounting

Should you ever find yourself in that honored position of Trustee or Executor of someone’s affairs, Kopmeyer & Talty, P.C. can help with the reporting requirements of this most trusted position.

  • Financial statements for the trust or estate
  • Asset and debt identification
  • Court reporting
  • Track “Step up in Basis” for stock and investment accounts
  • Allocation of expenses for private foundations