Webinar: 2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
WB5420 | 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