Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax
If you have questions about this event, please call us at 952-831-2707.
Tuesday, Feb. 17, 2026
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 25WC-0726
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To properly account for estates and non-grantor trusts, an adviser must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood.
Major subjects
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Setting up a chart of accounts
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Reviewing the estate plan
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Distinguishing between "income" and "principal"
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Understanding the relationship of fiduciary accounting to fiduciary taxation
Learning objectives
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Determine fiduciary accounting from the entity's financial records
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Recognize whether a receipt or disbursement is income or principal
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Identify the distribution provisions in the estate plan
Who should take this program?
- CPAs and financial professionals
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$129.00
|
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If you have questions about this event, please call us at 952-831-2707.
