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Monday, March 15, 2021 Live Webcast

Fiduciary Accounting for Estates and Trusts (X2-17506)

12:30 PM - 2:30 PM EDT
webcast

Vendor Platform

2.0 CPE Credits in AA

OVERVIEW

Fiduciary accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses, but is obsessed with determining when receipts and expenditures are assigned to income or principal/corpus.

DESIGNED FOR

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

BENEFITS

To provide a working knowledge of the financial accounting rules for estates and trusts.

Discuss planning and potential pitfalls.

HIGHLIGHTS

  • Examine provisions of the Uniform Principal and Income Act.
  • Mandatory and discretionary allocations and adjustments.
  • Trustees ability to override the fallback rules.
  • Review the contents of a proper set of trust accounting statements.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Douglas Van Der Aa

Douglas J. Van Der Aa, CPA, J.D.

Douglas J. Van Der Aa, CPA, JD, has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 18 years. Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. He taught for 12 years as an Adjunct Instructor and for one year as Assistant Professor of Accounting and Taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.

PRICING

$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

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