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23WA-0297: Fiduciary Accounting for Estates & Trusts (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, April 11, 2023
9:00am - 10:50am Central Time
2 CPE (2 technical)

Financial accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting 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

  • Examine provisions of the Uniform Principal and Income Act
  • Mandatory and discretionary allocations and adjustments
  • Trustees ability to override the fallback rules
  • Review the contents of a proper set of trust accounting statements

Learning objective(s)

  • To provide a working knowledge of the financial accounting rules for estates and trusts
  • Discuss 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
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Douglas Van Der Aa, CPA, JD
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic working knowledge of fiduciary accounting.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.