Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So, Aunt Jane just asked you to be the trustee of her trust. You were ...

The Governmental Accounting Standards Board has posted a proposed implementation guide with a set of questions and answers about GASB’s new standards on accounting and financial reporting for ...

IMGCAP(1)]Many CPAs are asked to act as trustees or are retained to prepare fiduciary income tax returns for trusts. The CPA who is involved in trust issues must become aware of the fiduciary trust ...

Acting as a fiduciary isn’t easy. A fiduciary owes many duties to the beneficiaries, and a breach of a duty can result in liability. This includes the duty to account. Sometimes an accounting is ...

The Gillett Estate Management Suite (GEMS) automates the preparation of federal estate and gift tax returns, fiduciary accountings and certain state estate tax returns and accountings through separate ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Andy Smith is a Certified Financial ...

The financial services sector remains reasonably undervalued and recently traded at a market-cap-weighted price to fair value estimate ratio of 0.88. We see Brexit as having negative implications for ...