Fiduciary Accounting Services
CTBK can assist executors and trustees in preparation of an accounting. An accounting, whether judicial or informal, is often needed at the death of a beneficiary or due to a change in trustee. By leveraging our expertise in this area with our extensive business and technical background, we can provide individual fiduciaries with the assistance they need to administer the estate or trust properly.
In addition, our team also incorporates planning and preparation of federal and state estate and gift tax returns, fiduciary income tax returns, and individual income tax returns. Integrating these services together allows us to provide superior service for our clients.
We have had experience with complex accountings that held various business investments in addition to the traditional marketable securities portfolio.