23WA-9184: Fiduciary Accounting for Estates and Trusts (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Saturday, March 30, 2024
1:00pm - 3:00pm Central Time
2 CPE (2 technical)
Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
Major subjects
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Uniform Principal and Income Act
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Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)
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Address the trustees ability to override the fallback rules
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Review the contents of a prop
Learning objective(s)
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Apply a working knowledge of the financial accounting rules for estates and trusts
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Identify planning and potential pitfalls
Who should take this program?
Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|