2024 Fiduciary Accounting: Fundamentals & Rules

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Computer Software & Applications (Technical) (2.00)
  • Prerequisites
    • Basic working knowledge of accounting for estates and trusts

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Computer Software & Applications
  • Message
    • Virtual Experience

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. 



  • Presented by Thomas Stephens

    • Delivery Format: Live Webcast Replay

    Designed For

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

    Objectives

    • Apply a working knowledge of the financial accounting rules for estates and trusts
    • Identify planning and potential pitfalls

    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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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