Fiduciary Accounting for Estates and Trusts

Course Details

Date

Saturday, February 27, 2021

7:30am – 9:30am

Field of Study

Accounting

Course Number

CC2869

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

None

Description

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. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

This event may be a rebroadcast of a live event, with the instructor available to answer your questions either during or after the event.

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.

Objectives

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

Discuss planning and potential pitfalls.

Designed For

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

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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