We understand how the sudden loss of a loved one can be really stressful – the last thing you want to do is manage money, liquidate assets, and manage a trust while grieving. With first-hand experience as a professional trust officer, Katie can provide you with accounting advice and industry referrals to help with the process. We specialize and understand the importance of honoring trustee responsibilities such as filing annual required state and federal tax returns and staying compliant with Nevada’s accounting statutes (like NRS 165). Most CPAs don’t offer fiduciary accountings or estate and trust tax services but it’s a cornerstone of what we do.