Fiduciary Accounting Services is grateful for a fabulous 2024. During the past year, we have settled into our new Walnut Creek office and filled our larger space, adding eight new colleagues. With our growing team, FAS is committed to proactively serving our clients and fulfilling the increased demand for fiduciary accounting. We also enjoyed numerous activities outside the office in 2024. In February, FAS began the year by sponsoring and attending the East Bay Trusts & Estates Lawyers (EBTEL) Recent Developments presentation and luncheon. In May, we sponsored and attended the Professional Fiduciary Association of California (PFAC) Educational Conference in San Diego. We sponsored and attended the Legal Assistance for Seniors Conference on Elder Abuse in June. Senior Director John Pratuch presented to the California Association of Legal Document Assistants (CALDA) in August. In September, Senior Director Kyle Haas presented at EBTEL’s Probate Boot Camp, and Director Tanner McCoy attended the full day of education. Senior Director Kyle Haas also presented at the PFAC’s Northern California Education Day held in Walnut Creek. In November, FAS sponsored and attended the Fox Rothchild Fiduciary Attorney Summit in Santa Barbara. Additionally, FAS hosted our first Fall Social with MSU Partners and California Bank of Commerce and looks forward to hosting many more social events in 2025. As we reflect on the past year, we are thankful for our firm’s consistent growth, the relationships formed, and the opportunities to connect with industry professionals throughout California.
