Menu

2024 Fiduciary Accounting: Fundamentals & Rules

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. 

Prerequisites

Basic working knowledge of accounting for estates and trusts

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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

6116772

2 CPE Credits
Accounting: 2 Credits

Registration

Member Price:
$79
Non-member Price:
$109

Registration is open through 01/17.

Friday, January 17th

12:00pm to 2:00pm

Add to Calendar

Instructor

Douglas Van Der Aa