Webinar: Fiduciary Accounting: Fundamentals & Rules
WB934 | 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 are assigned to income or principal/corpus.
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