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Saturday, March 28, 2026 Live Webcast

Fiduciary Accounting: Fundamentals & Rules (X4-7224402)

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.

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

$79.00 - Member

$109.00 - Nonmember

Register Today


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

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN

AREAS OF INTEREST