Webinar

Fiduciary Accounting: Fundamentals and Rules

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

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This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus.

Major subjects

• Fundamentals of fiduciary accounting
• Uniform Principal and Income Act
• Mandatory and discretionary allocations and adjustments
• Address the trustees ability to override the fallback rules
• Review the contents of a proper set of trust accounting statements

Learning objectives

• Apply a working knowledge of the financial accounting rules for estates and trusts
• 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

Pricing

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.