Webinar: 2024 Fiduciary & Tax Accounting Guide for Estates and Trusts

WB4863  |  Course  |  Intermediate  |  Scheduled

Description

This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are a

Credits

Number of Credits Type of Credits
2.00 Accounting
2.00 Taxes

Designed For

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

Prerequisites

Basic working knowledge of estate and trust tax rules

Highlights

Fundamentals of fiduciary accounting

Uniform Principal and Income Act
Discretionary Power to Adjust
Allocations between principal and income
Estates & Trusts tax bracket
Form 1041 - Schedule I
Filing requirements
Section 645 Election
Estimated taxes

Objectives

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

Identify current tax guidelines when preparing a clients estates and trusts return
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)
$129.00
Non-Member (Early Bird)
$159.00
Member
$129.00
Non-Member
$159.00
Your Price: $159.00

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

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