Webinar: 2024 Fiduciary Accounting: Fundamentals & Rules

WB3327  |  Course  |  Intermediate  |  Scheduled

Description

This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures ar

Credits

Number of Credits Type of Credits
2.00 Accounting

Designed For

Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues

Prerequisites

Basic working knowledge of accounting for estates and trusts

Highlights

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

Objectives

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

Identify planning and potential pitfalls

Preparation

None

Notes

This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.

Prices

Member (Early Bird)
$79.00
Non-Member (Early Bird)
$109.00
Member
$79.00
Non-Member
$109.00
Your Price: $109.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $30.00 on this event. Not a member? join today.