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Monday, July 28, 2025 Live Webcast

Fiduciary Accounting: Fundamentals & Rules (X4-7224386)

3:00 PM - 5:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

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. 

DESIGNED FOR

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

BENEFITS

  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

Basic working knowledge of accounting for estates and trusts

ADVANCE PREPARATION

None

INSTRUCTOR

Douglas Van Der Aa

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

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PRICING

$79.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on July 28 at 2:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN

AREAS OF INTEREST