Lawyers
We have lawyers call to consult us on difficult tax, accounting and contract issues daily. Their confidence in Premier is reflected in the numbers that rely on us.
Accountants
Accounting for trusts is very different from general accounting. Very few CPA's have the expertise to do the accounting correctly. Premier works with accountants who ask us to take over their client's trusts as they realize the technical expertise for trust accounting is out of their realm.
Planned Giving Professionals
Premier works closely with many directors of the planned giving divisions of large charities. They have found that using Premier gives them confidence that the trust administration is done properly.
The last thing they need is to have a problem with the trust accounting, taxes or documentation of the trusts of their best clients.
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