Angie Smith | Marcia L. Campbell, CPA

Am I Entitled to Trust Accounting?

August 27, 2020 by Angie Smith

As a beneficiary, you may have many questions regarding your status and responsibilities. One question that Marcia Campbell, CPA is asked frequently is if beneficiaries are entitled to trust accounting. We share the answer in this blog. Some Beneficiaries Have … Read More

Trust Accounting

The Steps to Take After a Trust’s Final Accounting

August 20, 2020 by Angie Smith

The time has come to follow through with your duties as a trustee. In the coming weeks, you will need to distribute the final income amounts to the beneficiaries, pay the last expenses, and file the final tax returns. Although … Read More

Author: Angie Smith